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YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 401k Plan overview

Plan NameYORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN
Plan identification number 001

YORK COLLEGE OF PENNSYLVANIA DC 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.
  • 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

YORK COLLEGE OF PENNSYLVANIA has sponsored the creation of one or more 401k plans.

Company Name:YORK COLLEGE OF PENNSYLVANIA
Employer identification number (EIN):231352698
NAIC Classification:611000

Additional information about YORK COLLEGE OF PENNSYLVANIA

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 397413

More information about YORK COLLEGE OF PENNSYLVANIA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01VICKI L. STEWART C. MATTHEW SMITH2019-02-08
0012016-07-01VICKI L STEWART C. MATTHEW SMITH2018-01-03
0012015-07-01VICKI L. STEWART C. MATTHEW SMITH2017-04-06
0012014-07-01VICKI L. STEWART C. MATTHEW SMITH2016-04-08
0012013-07-01VICKI L. STEWART C. MATTHEW SMITH2015-03-18
0012012-07-01VICKI STEWART C. MATTHEW SMITH2014-02-20
0012011-07-01VICKI STEWART C. MATTHEW SMITH2013-04-12
0012010-07-01VICKI STEWART C. MATTHEW SMITH2011-12-14
0012009-07-01VICKI STEWART
0012009-07-01VICKI STEWART C. MATTHEW SMITH2011-01-28

Plan Statistics for YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN

401k plan membership statisitcs for YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN

Measure Date Value
2022: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-011,448
Total number of active participants reported on line 7a of the Form 55002022-07-011,069
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01625
Total of all active and inactive participants2022-07-011,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-0111
Total participants2022-07-011,705
Number of participants with account balances2022-07-011,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,387
Total number of active participants reported on line 7a of the Form 55002021-07-01915
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01528
Total of all active and inactive participants2021-07-011,443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-019
Total participants2021-07-011,452
Number of participants with account balances2021-07-011,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,358
Total number of active participants reported on line 7a of the Form 55002020-07-01891
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01494
Total of all active and inactive participants2020-07-011,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-011,387
Number of participants with account balances2020-07-01989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,408
Total number of active participants reported on line 7a of the Form 55002019-07-01955
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01472
Total of all active and inactive participants2019-07-011,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-011,429
Number of participants with account balances2019-07-01981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,355
Total number of active participants reported on line 7a of the Form 55002018-07-01955
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01453
Total of all active and inactive participants2018-07-011,408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-011,410
Number of participants with account balances2018-07-01957
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,414
Total number of active participants reported on line 7a of the Form 55002017-07-01923
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01432
Total of all active and inactive participants2017-07-011,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-011,356
Number of participants with account balances2017-07-01920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011,254
Total number of active participants reported on line 7a of the Form 55002016-07-011,001
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01413
Total of all active and inactive participants2016-07-011,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-011,414
Number of participants with account balances2016-07-01906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,298
Total number of active participants reported on line 7a of the Form 55002015-07-01955
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01392
Total of all active and inactive participants2015-07-011,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-011,347
Number of participants with account balances2015-07-01856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,284
Total number of active participants reported on line 7a of the Form 55002014-07-01990
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01392
Total of all active and inactive participants2014-07-011,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-011,382
Number of participants with account balances2014-07-01849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,476
Total number of active participants reported on line 7a of the Form 55002013-07-011,006
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01363
Total of all active and inactive participants2013-07-011,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-011,370
Number of participants with account balances2013-07-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01795
Total number of active participants reported on line 7a of the Form 55002012-07-01470
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01346
Total of all active and inactive participants2012-07-01816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01817
Number of participants with account balances2012-07-01809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01769
Total number of active participants reported on line 7a of the Form 55002011-07-01468
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01325
Total of all active and inactive participants2011-07-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-01795
Number of participants with account balances2011-07-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01760
Total number of active participants reported on line 7a of the Form 55002010-07-01451
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01318
Total of all active and inactive participants2010-07-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01769
Number of participants with account balances2010-07-01761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01710
Total number of active participants reported on line 7a of the Form 55002009-07-01440
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01294
Total of all active and inactive participants2009-07-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01735
Number of participants with account balances2009-07-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN

Measure Date Value
2023 : YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total transfer of assets to this plan2023-06-30$5,454,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$20,492,902
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$10,882,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$10,764,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$5,178,044
Value of total assets at end of year2023-06-30$172,490,370
Value of total assets at beginning of year2023-06-30$157,425,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$117,843
Total interest from all sources2023-06-30$1,812,603
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$4,822,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$4,822,385
Administrative expenses professional fees incurred2023-06-30$43,431
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$2,566,636
Participant contributions at end of year2023-06-30$388,811
Participant contributions at beginning of year2023-06-30$157,505
Participant contributions at end of year2023-06-30$112,173
Participant contributions at beginning of year2023-06-30$97,425
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$365,211
Other income not declared elsewhere2023-06-30$81,177
Administrative expenses (other) incurred2023-06-30$3,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$9,610,393
Value of net assets at end of year (total assets less liabilities)2023-06-30$172,490,370
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$157,425,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$70,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$122,641,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$106,212,465
Value of interest in pooled separate accounts at end of year2023-06-30$7,287,048
Value of interest in pooled separate accounts at beginning of year2023-06-30$8,663,814
Interest on participant loans2023-06-30$11,672
Interest earned on other investments2023-06-30$1,800,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$41,967,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$42,209,396
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$1,679,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$9,347,497
Net investment gain/loss from pooled separate accounts2023-06-30$-748,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$2,246,197
Employer contributions (assets) at end of year2023-06-30$94,028
Employer contributions (assets) at beginning of year2023-06-30$85,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$9,084,689
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Disclaimer
Accountancy firm name2023-06-30BAKER TILLY US, LLP
Accountancy firm EIN2023-06-30390859910
2022 : YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-12,308,395
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$8,897,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$8,765,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$5,451,612
Value of total assets at end of year2022-06-30$157,425,856
Value of total assets at beginning of year2022-06-30$178,631,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$131,759
Total interest from all sources2022-06-30$1,510,717
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$5,456,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$5,456,559
Administrative expenses professional fees incurred2022-06-30$90,764
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$2,628,120
Participant contributions at end of year2022-06-30$157,505
Participant contributions at beginning of year2022-06-30$0
Participant contributions at end of year2022-06-30$97,425
Participant contributions at beginning of year2022-06-30$99,304
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$590,179
Other income not declared elsewhere2022-06-30$120,932
Administrative expenses (other) incurred2022-06-30$1,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-21,205,759
Value of net assets at end of year (total assets less liabilities)2022-06-30$157,425,856
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$178,631,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$39,902
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$106,212,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$129,740,144
Value of interest in pooled separate accounts at end of year2022-06-30$8,663,814
Value of interest in pooled separate accounts at beginning of year2022-06-30$6,966,717
Interest on participant loans2022-06-30$1,704
Interest earned on other investments2022-06-30$1,509,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$42,209,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$41,740,769
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$251,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-26,482,406
Net investment gain/loss from pooled separate accounts2022-06-30$1,634,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$2,233,313
Employer contributions (assets) at end of year2022-06-30$85,251
Employer contributions (assets) at beginning of year2022-06-30$84,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$8,513,629
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30BAKER TILLY US, LLP
Accountancy firm EIN2022-06-30390859910
2021 : YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$40,034,443
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$7,143,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$7,026,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$5,405,808
Value of total assets at end of year2021-06-30$178,631,615
Value of total assets at beginning of year2021-06-30$145,740,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$116,488
Total interest from all sources2021-06-30$1,512,911
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$3,469,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$3,469,540
Administrative expenses professional fees incurred2021-06-30$32,204
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$2,494,359
Participant contributions at end of year2021-06-30$99,304
Participant contributions at beginning of year2021-06-30$99,415
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$675,106
Other income not declared elsewhere2021-06-30$67,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$32,890,976
Value of net assets at end of year (total assets less liabilities)2021-06-30$178,631,615
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$145,740,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$84,284
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$129,740,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$98,589,942
Value of interest in pooled separate accounts at end of year2021-06-30$6,966,717
Value of interest in pooled separate accounts at beginning of year2021-06-30$6,546,212
Interest earned on other investments2021-06-30$1,512,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$41,740,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$40,386,606
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$621,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$29,147,708
Net investment gain/loss from pooled separate accounts2021-06-30$430,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$2,236,343
Employer contributions (assets) at end of year2021-06-30$84,681
Employer contributions (assets) at beginning of year2021-06-30$118,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$6,405,363
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BAKER TILLY US, LLP
Accountancy firm EIN2021-06-30390859910
2020 : YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$12,461,161
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$8,816,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$8,737,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$7,061,131
Value of total assets at end of year2020-06-30$145,740,639
Value of total assets at beginning of year2020-06-30$142,096,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$78,987
Total interest from all sources2020-06-30$1,544,448
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$2,674,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$2,674,671
Administrative expenses professional fees incurred2020-06-30$23,268
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$2,583,385
Participant contributions at end of year2020-06-30$99,415
Participant contributions at beginning of year2020-06-30$99,827
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$1,280,709
Other income not declared elsewhere2020-06-30$60,530
Administrative expenses (other) incurred2020-06-30$372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$3,644,570
Value of net assets at end of year (total assets less liabilities)2020-06-30$145,740,639
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$142,096,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$55,347
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$98,589,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$95,152,215
Value of interest in pooled separate accounts at end of year2020-06-30$6,546,212
Value of interest in pooled separate accounts at beginning of year2020-06-30$6,704,700
Interest earned on other investments2020-06-30$1,544,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$40,386,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$40,019,100
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$1,301,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$1,048,723
Net investment gain/loss from pooled separate accounts2020-06-30$71,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$3,197,037
Employer contributions (assets) at end of year2020-06-30$118,464
Employer contributions (assets) at beginning of year2020-06-30$120,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$7,435,624
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BAKER TILLY US, LLP
Accountancy firm EIN2020-06-30390859910
2019 : YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$13,950,773
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$11,837,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$11,734,448
Value of total corrective distributions2019-06-30$1,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$6,503,255
Value of total assets at end of year2019-06-30$142,096,069
Value of total assets at beginning of year2019-06-30$139,982,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$101,260
Total interest from all sources2019-06-30$1,628,129
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$2,798,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$2,798,315
Administrative expenses professional fees incurred2019-06-30$11,150
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$2,497,994
Participant contributions at end of year2019-06-30$99,827
Participant contributions at beginning of year2019-06-30$94,330
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$868,388
Other income not declared elsewhere2019-06-30$74,729
Administrative expenses (other) incurred2019-06-30$2,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,113,619
Value of net assets at end of year (total assets less liabilities)2019-06-30$142,096,069
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$139,982,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$87,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$95,152,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$92,829,974
Value of interest in pooled separate accounts at end of year2019-06-30$6,704,700
Value of interest in pooled separate accounts at beginning of year2019-06-30$6,165,679
Interest earned on other investments2019-06-30$1,628,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$40,019,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$40,773,503
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$2,412,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$2,609,625
Net investment gain/loss from pooled separate accounts2019-06-30$336,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$3,136,873
Employer contributions (assets) at end of year2019-06-30$120,227
Employer contributions (assets) at beginning of year2019-06-30$118,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$9,321,900
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-06-30410746749
2018 : YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$17,587,062
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$8,269,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$8,190,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$6,536,421
Value of total assets at end of year2018-06-30$139,982,450
Value of total assets at beginning of year2018-06-30$130,665,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$79,819
Total interest from all sources2018-06-30$1,623,162
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,943,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,943,303
Administrative expenses professional fees incurred2018-06-30$11,425
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$2,455,750
Participant contributions at end of year2018-06-30$94,330
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$1,047,764
Other income not declared elsewhere2018-06-30$76,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$9,317,183
Value of net assets at end of year (total assets less liabilities)2018-06-30$139,982,450
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$130,665,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$68,394
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$92,829,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$84,107,303
Value of interest in pooled separate accounts at end of year2018-06-30$6,165,679
Value of interest in pooled separate accounts at beginning of year2018-06-30$6,043,900
Interest earned on other investments2018-06-30$1,623,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$40,773,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$40,514,064
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$2,488,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$7,111,774
Net investment gain/loss from pooled separate accounts2018-06-30$296,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$3,032,907
Employer contributions (assets) at end of year2018-06-30$118,964
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$5,701,732
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-06-30410746749
2017 : YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$21,140,665
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$11,388,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$11,322,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$7,222,363
Value of total assets at end of year2017-06-30$130,665,267
Value of total assets at beginning of year2017-06-30$120,913,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$65,956
Total interest from all sources2017-06-30$1,715,822
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$1,248,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$1,248,262
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$2,311,008
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$1,975,706
Other income not declared elsewhere2017-06-30$53,413
Administrative expenses (other) incurred2017-06-30$186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$9,752,066
Value of net assets at end of year (total assets less liabilities)2017-06-30$130,665,267
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$120,913,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$65,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$84,107,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$73,699,701
Value of interest in pooled separate accounts at end of year2017-06-30$6,043,900
Value of interest in pooled separate accounts at beginning of year2017-06-30$6,068,969
Interest earned on other investments2017-06-30$1,715,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$40,514,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$41,144,531
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$913,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$10,669,378
Net investment gain/loss from pooled separate accounts2017-06-30$231,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$2,935,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$10,408,846
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-06-30410746749
2016 : YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$6,802,737
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$6,927,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$6,871,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$5,991,699
Value of total assets at end of year2016-06-30$120,913,201
Value of total assets at beginning of year2016-06-30$121,037,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$55,653
Total interest from all sources2016-06-30$1,718,332
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$1,742,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$1,742,736
Administrative expenses professional fees incurred2016-06-30$4,396
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$2,269,093
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$80,534
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$923,888
Other income not declared elsewhere2016-06-30$30,627
Administrative expenses (other) incurred2016-06-30$742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-124,420
Value of net assets at end of year (total assets less liabilities)2016-06-30$120,913,201
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$121,037,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$50,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$73,699,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$73,232,761
Value of interest in pooled separate accounts at end of year2016-06-30$6,068,969
Value of interest in pooled separate accounts at beginning of year2016-06-30$5,512,006
Interest earned on other investments2016-06-30$1,718,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$41,144,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$42,107,982
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$2,736,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-3,070,236
Net investment gain/loss from pooled separate accounts2016-06-30$389,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$2,798,718
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$104,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$4,135,110
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30GRANT THORNTON LLP
Accountancy firm EIN2016-06-30366055558
2015 : YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$11,018,752
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$11,899,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$11,836,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$5,668,498
Value of total assets at end of year2015-06-30$121,037,621
Value of total assets at beginning of year2015-06-30$121,918,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$63,077
Total interest from all sources2015-06-30$1,706,171
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,668,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,668,715
Administrative expenses professional fees incurred2015-06-30$16,698
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$2,234,535
Participant contributions at end of year2015-06-30$80,534
Participant contributions at beginning of year2015-06-30$82,974
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$647,892
Other income not declared elsewhere2015-06-30$34,015
Administrative expenses (other) incurred2015-06-30$4,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-880,690
Value of net assets at end of year (total assets less liabilities)2015-06-30$121,037,621
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$121,918,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$41,613
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$73,232,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$76,815,140
Value of interest in pooled separate accounts at end of year2015-06-30$5,512,006
Value of interest in pooled separate accounts at beginning of year2015-06-30$4,819,948
Interest earned on other investments2015-06-30$1,706,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$42,107,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$40,094,729
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$286,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$1,387,173
Net investment gain/loss from pooled separate accounts2015-06-30$554,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$2,786,071
Employer contributions (assets) at end of year2015-06-30$104,338
Employer contributions (assets) at beginning of year2015-06-30$105,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$11,549,436
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30GRANT THORNTON LLP
Accountancy firm EIN2015-06-30366055558
2014 : YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$21,759,613
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$10,187,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$10,071,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$6,235,709
Value of total assets at end of year2014-06-30$121,918,311
Value of total assets at beginning of year2014-06-30$110,346,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$116,058
Total interest from all sources2014-06-30$1,660,698
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$791,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$791,923
Administrative expenses professional fees incurred2014-06-30$45,255
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$2,386,718
Participant contributions at end of year2014-06-30$82,974
Participant contributions at beginning of year2014-06-30$79,721
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$988,502
Other income not declared elsewhere2014-06-30$103,565
Administrative expenses (other) incurred2014-06-30$4,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$11,571,982
Value of net assets at end of year (total assets less liabilities)2014-06-30$121,918,311
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$110,346,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$66,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$76,815,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$67,483,616
Value of interest in pooled separate accounts at end of year2014-06-30$4,819,948
Value of interest in pooled separate accounts at beginning of year2014-06-30$4,052,205
Interest earned on other investments2014-06-30$1,660,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$40,094,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$38,627,565
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$431,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$12,499,797
Net investment gain/loss from pooled separate accounts2014-06-30$467,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$2,860,489
Employer contributions (assets) at end of year2014-06-30$105,520
Employer contributions (assets) at beginning of year2014-06-30$103,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$9,640,095
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30Yes
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30GRANT THORNTON LLP
Accountancy firm EIN2014-06-30366055558
2013 : YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$15,827,458
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$4,927,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$4,893,568
Value of total corrective distributions2013-06-30$18,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$5,433,978
Value of total assets at end of year2013-06-30$110,346,329
Value of total assets at beginning of year2013-06-30$99,446,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$15,806
Total interest from all sources2013-06-30$1,531,279
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$649,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$649,653
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$2,250,550
Participant contributions at end of year2013-06-30$79,721
Participant contributions at beginning of year2013-06-30$100,253
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$418,712
Administrative expenses (other) incurred2013-06-30$15,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$10,899,467
Value of net assets at end of year (total assets less liabilities)2013-06-30$110,346,329
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$99,446,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$67,483,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$58,460,515
Value of interest in pooled separate accounts at end of year2013-06-30$4,052,205
Value of interest in pooled separate accounts at beginning of year2013-06-30$3,362,684
Interest earned on other investments2013-06-30$1,531,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$38,627,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$37,443,589
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$580,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$7,913,675
Net investment gain/loss from pooled separate accounts2013-06-30$298,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$2,764,716
Employer contributions (assets) at end of year2013-06-30$103,222
Employer contributions (assets) at beginning of year2013-06-30$79,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$4,312,869
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30GRANT THORNTON LLP
Accountancy firm EIN2013-06-30366055558
2012 : YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$6,950,684
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$3,045,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$3,032,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$5,364,780
Value of total assets at end of year2012-06-30$99,446,862
Value of total assets at beginning of year2012-06-30$95,541,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$13,328
Total interest from all sources2012-06-30$1,487,957
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$392,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$392,571
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$2,153,173
Participant contributions at end of year2012-06-30$100,253
Participant contributions at beginning of year2012-06-30$72,479
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$553,792
Administrative expenses (other) incurred2012-06-30$13,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$3,905,279
Value of net assets at end of year (total assets less liabilities)2012-06-30$99,446,862
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$95,541,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$58,460,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$56,679,257
Value of interest in pooled separate accounts at end of year2012-06-30$3,362,684
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,745,849
Interest earned on other investments2012-06-30$1,487,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$37,443,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$35,951,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-628,702
Net investment gain/loss from pooled separate accounts2012-06-30$334,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$2,657,815
Employer contributions (assets) at end of year2012-06-30$79,821
Employer contributions (assets) at beginning of year2012-06-30$92,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$3,032,077
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30GRANT THORNTON LLP
Accountancy firm EIN2012-06-30366055558
2011 : YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$18,038,769
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$2,180,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,176,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$4,579,559
Value of total assets at end of year2011-06-30$95,541,583
Value of total assets at beginning of year2011-06-30$79,683,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$3,957
Total interest from all sources2011-06-30$1,361,671
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$207,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$207,774
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$2,071,349
Participant contributions at end of year2011-06-30$72,479
Participant contributions at beginning of year2011-06-30$72,048
Administrative expenses (other) incurred2011-06-30$3,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$15,858,478
Value of net assets at end of year (total assets less liabilities)2011-06-30$95,541,583
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$79,683,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$56,679,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$43,450,420
Value of interest in pooled separate accounts at end of year2011-06-30$2,745,849
Value of interest in pooled separate accounts at beginning of year2011-06-30$2,149,807
Interest earned on other investments2011-06-30$1,361,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$35,951,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$33,919,292
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$236,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$11,461,058
Net investment gain/loss from pooled separate accounts2011-06-30$428,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$2,508,210
Employer contributions (assets) at end of year2011-06-30$92,924
Employer contributions (assets) at beginning of year2011-06-30$91,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,939,833
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30PARENTEBEARD, LLC
Accountancy firm EIN2011-06-30232932984
2010 : YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN

2022: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: YORK COLLEGE OF PENNSYLVANIA DC RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151088
Policy instance 1
Insurance contract or identification number151088
Number of Individuals Covered658
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number151088
Policy instance 1
Insurance contract or identification number151088
Number of Individuals Covered618
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 number151088
Policy instance 1
Insurance contract or identification number151088
Number of Individuals Covered624
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 number151088
Policy instance 1
Insurance contract or identification number151088
Number of Individuals Covered631
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number151088
Policy instance 1
Insurance contract or identification number151088
Number of Individuals Covered636
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number151088
Policy instance 1
Insurance contract or identification number151088
Number of Individuals Covered631
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number151088
Policy instance 1
Insurance contract or identification number151088
Number of Individuals Covered617
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151088
Policy instance 1
Insurance contract or identification number151088
Number of Individuals Covered628
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151088
Policy instance 1
Insurance contract or identification number151088
Number of Individuals Covered645
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151088
Policy instance 1
Insurance contract or identification number151088
Number of Individuals Covered809
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number151088
Policy instance 1
Insurance contract or identification number151088
Number of Individuals Covered789
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number151088
Policy instance 1
Insurance contract or identification number151088
Number of Individuals Covered761
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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