401k Plan data: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE plan

EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 401k Plan overview

Plan Name	EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE
Plan identification number	512

EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental

401k Sponsoring company profile

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

Company Name: HAVERFORD COLLEGE

Employer identification number (EIN): 236002304

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
512 2022-01-01
512 2021-01-01
512 2020-01-01
512 2019-01-01
512 2018-01-01
512 2017-01-01 CHARLES CRAWFORD
512 2016-01-01 T MURIEL BRISBON
512 2015-01-01 T. MURIEL BRISBON
512 2014-01-01 MITCHELL WEIN
512 2013-01-01 CHRISTOPHER CHANDLER
512 2012-01-01 G. RICHARD WYNN
512 2010-01-01 G. RICHARD WYNN
512 2009-01-01 G. RICHARD WYNN

Plan Statistics for EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE

401k plan membership statisitcs for EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE

Measure Date Value
2022: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2022 401k membership
Total participants, beginning-of-year 2022-01-01 622
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 463
Number of retired or separated participants receiving benefits 2022-01-01 196
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 659
2021: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2021 401k membership
Total participants, beginning-of-year 2021-01-01 609
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 438
Number of retired or separated participants receiving benefits 2021-01-01 184
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 622
2020: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2020 401k membership
Total participants, beginning-of-year 2020-01-01 594
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 437
Number of retired or separated participants receiving benefits 2020-01-01 172
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 609
2019: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2019 401k membership
Total participants, beginning-of-year 2019-01-01 633
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 427
Number of retired or separated participants receiving benefits 2019-01-01 167
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 594
2018: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2018 401k membership
Total participants, beginning-of-year 2018-01-01 608
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 469
Number of retired or separated participants receiving benefits 2018-01-01 164
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 633
2017: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2017 401k membership
Total participants, beginning-of-year 2017-01-01 571
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 458
Number of retired or separated participants receiving benefits 2017-01-01 150
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 608
2016: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2016 401k membership
Total participants, beginning-of-year 2016-01-01 563
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 450
Number of retired or separated participants receiving benefits 2016-01-01 121
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 571
2015: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2015 401k membership
Total participants, beginning-of-year 2015-01-01 553
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 447
Number of retired or separated participants receiving benefits 2015-01-01 116
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 563
2014: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2014 401k membership
Total participants, beginning-of-year 2014-01-01 613
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 463
Number of retired or separated participants receiving benefits 2014-01-01 90
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 553
2013: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2013 401k membership
Total participants, beginning-of-year 2013-01-01 613
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 529
Number of retired or separated participants receiving benefits 2013-01-01 84
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 613
2012: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2012 401k membership
Total participants, beginning-of-year 2012-01-01 515
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 527
Number of retired or separated participants receiving benefits 2012-01-01 86
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 613
2010: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2010 401k membership
Total participants, beginning-of-year 2010-01-01 446
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 390
Number of retired or separated participants receiving benefits 2010-01-01 64
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 454
Number of participants with account balances 2010-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2009 401k membership
Total participants, beginning-of-year 2009-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 385
Number of retired or separated participants receiving benefits 2009-01-01 61
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 446
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2022 401k membership
Total participants, beginning-of-year	2022-01-01	622
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	463
Number of retired or separated participants receiving benefits	2022-01-01	196
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	659
2021: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2021 401k membership
Total participants, beginning-of-year	2021-01-01	609
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	438
Number of retired or separated participants receiving benefits	2021-01-01	184
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	622
2020: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2020 401k membership
Total participants, beginning-of-year	2020-01-01	594
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	437
Number of retired or separated participants receiving benefits	2020-01-01	172
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	609
2019: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2019 401k membership
Total participants, beginning-of-year	2019-01-01	633
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	427
Number of retired or separated participants receiving benefits	2019-01-01	167
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	594
2018: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2018 401k membership
Total participants, beginning-of-year	2018-01-01	608
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	469
Number of retired or separated participants receiving benefits	2018-01-01	164
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	633
2017: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2017 401k membership
Total participants, beginning-of-year	2017-01-01	571
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	458
Number of retired or separated participants receiving benefits	2017-01-01	150
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	608
2016: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2016 401k membership
Total participants, beginning-of-year	2016-01-01	563
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	450
Number of retired or separated participants receiving benefits	2016-01-01	121
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	571
2015: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2015 401k membership
Total participants, beginning-of-year	2015-01-01	553
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	447
Number of retired or separated participants receiving benefits	2015-01-01	116
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	563
2014: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2014 401k membership
Total participants, beginning-of-year	2014-01-01	613
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	463
Number of retired or separated participants receiving benefits	2014-01-01	90
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	553
2013: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2013 401k membership
Total participants, beginning-of-year	2013-01-01	613
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	529
Number of retired or separated participants receiving benefits	2013-01-01	84
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	613
2012: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2012 401k membership
Total participants, beginning-of-year	2012-01-01	515
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	527
Number of retired or separated participants receiving benefits	2012-01-01	86
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	613
2010: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2010 401k membership
Total participants, beginning-of-year	2010-01-01	446
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	390
Number of retired or separated participants receiving benefits	2010-01-01	64
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	454
Number of participants with account balances	2010-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2009 401k membership
Total participants, beginning-of-year	2009-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	385
Number of retired or separated participants receiving benefits	2009-01-01	61
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	446
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE

Measure	Date	Value
2022 : EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,012,606
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$198,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$175,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$328,631
Value of total assets at end of year	2022-12-31	$8,306,330
Value of total assets at beginning of year	2022-12-31	$9,517,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,631
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$432,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$432,759
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$68,402
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$4,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,211,323
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,306,330
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,517,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,964,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,165,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$341,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$320,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$320,190
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$23,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,773,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$260,229
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$27,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$151,642
Contract administrator fees	2022-12-31	$23,631
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,232,660
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$242,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$219,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$436,543
Value of total assets at end of year	2021-12-31	$9,517,653
Value of total assets at beginning of year	2021-12-31	$8,527,314
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$22,435
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$655,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$655,796
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$73,697
Participant contributions at end of year	2021-12-31	$4,119
Participant contributions at beginning of year	2021-12-31	$3,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$990,339
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,517,653
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,527,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,165,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,256,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$320,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$244,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$244,720
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$24,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$140,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$362,846
Employer contributions (assets) at end of year	2021-12-31	$27,687
Employer contributions (assets) at beginning of year	2021-12-31	$22,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$195,100
Contract administrator fees	2021-12-31	$22,435
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,443,623
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$230,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$208,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$481,105
Value of total assets at end of year	2020-12-31	$8,527,314
Value of total assets at beginning of year	2020-12-31	$7,314,047
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$21,949
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$403,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$403,704
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$79,224
Participant contributions at end of year	2020-12-31	$3,522
Participant contributions at beginning of year	2020-12-31	$2,951
Other income not declared elsewhere	2020-12-31	$51
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,213,267
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,527,314
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,314,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,256,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,035,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$244,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$252,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$252,919
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$24,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$558,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$401,881
Employer contributions (assets) at end of year	2020-12-31	$22,565
Employer contributions (assets) at beginning of year	2020-12-31	$22,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$183,571
Contract administrator fees	2020-12-31	$21,949
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,437,086
Total income from all sources (including contributions)	2019-12-31	$1,437,086
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$239,496
Total of all expenses incurred	2019-12-31	$239,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$217,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$217,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$339,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$339,262
Value of total assets at end of year	2019-12-31	$7,314,047
Value of total assets at end of year	2019-12-31	$7,314,047
Value of total assets at beginning of year	2019-12-31	$6,116,457
Value of total assets at beginning of year	2019-12-31	$6,116,457
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,868
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$248,520
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$248,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$248,520
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$248,520
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$84,508
Contributions received from participants	2019-12-31	$84,508
Participant contributions at end of year	2019-12-31	$2,951
Participant contributions at end of year	2019-12-31	$2,951
Participant contributions at beginning of year	2019-12-31	$3,013
Participant contributions at beginning of year	2019-12-31	$3,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,197,590
Value of net income/loss	2019-12-31	$1,197,590
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,314,047
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,314,047
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,116,457
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,116,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,035,842
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,035,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,860,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,860,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$252,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$252,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$230,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$230,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$230,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$230,916
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$26,214
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$26,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$849,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$849,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$254,754
Contributions received in cash from employer	2019-12-31	$254,754
Employer contributions (assets) at end of year	2019-12-31	$22,335
Employer contributions (assets) at end of year	2019-12-31	$22,335
Employer contributions (assets) at beginning of year	2019-12-31	$21,835
Employer contributions (assets) at beginning of year	2019-12-31	$21,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$191,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$191,414
Contract administrator fees	2019-12-31	$21,868
Contract administrator fees	2019-12-31	$21,868
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
Accountancy firm EIN	2019-12-31	410746749
2018 : EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$43,070
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$217,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$199,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$412,726
Value of total assets at end of year	2018-12-31	$6,116,457
Value of total assets at beginning of year	2018-12-31	$6,290,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,404
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$355,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$355,889
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$87,412
Participant contributions at end of year	2018-12-31	$3,013
Participant contributions at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$18,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-174,531
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,116,457
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,290,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,860,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,109,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$230,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$181,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$181,349
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$32,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-725,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$325,314
Employer contributions (assets) at end of year	2018-12-31	$21,835
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$166,474
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	INSERO AND CO. CPAS, LLP
Accountancy firm EIN	2018-12-31	475324570
2017 : EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,256,228
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$152,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$137,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$438,843
Value of total assets at end of year	2017-12-31	$6,290,988
Value of total assets at beginning of year	2017-12-31	$5,187,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$15,066
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$258,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$258,094
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$47,184
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$1,025
Administrative expenses (other) incurred	2017-12-31	$15,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,103,851
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,290,988
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,187,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,109,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,060,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$181,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$91,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$91,880
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$33,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$559,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$391,659
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$33,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$103,501
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	INSERO AND CO. CPAS, LLP
Accountancy firm EIN	2017-12-31	475324570
2016 : EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$762,351
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$111,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$95,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$455,715
Value of total assets at end of year	2016-12-31	$5,187,137
Value of total assets at beginning of year	2016-12-31	$4,536,140
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$15,573
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$230,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$230,307
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$31,084
Participant contributions at end of year	2016-12-31	$1,025
Participant contributions at beginning of year	2016-12-31	$850
Administrative expenses (other) incurred	2016-12-31	$15,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$650,997
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,187,137
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,536,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,060,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,438,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$91,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$58,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$58,193
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$25,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$76,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$424,631
Employer contributions (assets) at end of year	2016-12-31	$33,753
Employer contributions (assets) at beginning of year	2016-12-31	$38,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$69,805
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	INSERO AND CO. CPAS, LLP
Accountancy firm EIN	2016-12-31	475324570
2015 : EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$428,070
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$93,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$79,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$429,321
Value of total assets at end of year	2015-12-31	$4,536,140
Value of total assets at beginning of year	2015-12-31	$4,201,708
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$13,812
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$259,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$259,522
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$31,793
Participant contributions at end of year	2015-12-31	$850
Participant contributions at beginning of year	2015-12-31	$967
Administrative expenses (other) incurred	2015-12-31	$13,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$334,432
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,536,140
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,201,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,438,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,127,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$58,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$35,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$35,339
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$20,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-260,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$397,528
Employer contributions (assets) at end of year	2015-12-31	$38,665
Employer contributions (assets) at beginning of year	2015-12-31	$37,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$59,658
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	INSERO AND CO. CPAS, LLP
Accountancy firm EIN	2015-12-31	475324570
2014 : EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$584,053
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$80,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$68,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$415,017
Value of total assets at end of year	2014-12-31	$4,201,708
Value of total assets at beginning of year	2014-12-31	$3,697,974
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$12,274
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$227,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$227,546
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$33,215
Participant contributions at end of year	2014-12-31	$967
Participant contributions at beginning of year	2014-12-31	$937
Administrative expenses (other) incurred	2014-12-31	$12,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$503,734
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,201,708
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,697,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,127,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,611,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$35,339
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$49,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$49,503
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$22,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-58,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$381,802
Employer contributions (assets) at end of year	2014-12-31	$37,905
Employer contributions (assets) at beginning of year	2014-12-31	$35,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$45,824
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	INSERO AND COMPANY CPAS P.C.
Accountancy firm EIN	2014-12-31	161016457
2013 : EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$905,217
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$62,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$51,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$432,375
Value of total assets at end of year	2013-12-31	$3,697,974
Value of total assets at beginning of year	2013-12-31	$2,855,631
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$11,610
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$179,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$179,601
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$30,462
Participant contributions at end of year	2013-12-31	$937
Participant contributions at beginning of year	2013-12-31	$987
Administrative expenses (other) incurred	2013-12-31	$11,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$842,343
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,697,974
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,855,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,611,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,790,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$49,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$27,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$27,573
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$20,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$293,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$401,913
Employer contributions (assets) at end of year	2013-12-31	$35,910
Employer contributions (assets) at beginning of year	2013-12-31	$36,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$30,342
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	INSERO AND COMPANY CPAS P.C.
Accountancy firm EIN	2013-12-31	161016457
2012 : EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$700,727
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$49,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$36,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$386,173
Value of total assets at end of year	2012-12-31	$2,855,631
Value of total assets at beginning of year	2012-12-31	$2,204,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$13,044
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$101,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$101,130
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$32,244
Participant contributions at end of year	2012-12-31	$987
Participant contributions at beginning of year	2012-12-31	$277
Administrative expenses (other) incurred	2012-12-31	$13,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$651,395
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,855,631
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,204,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,790,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,140,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$27,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$31,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$31,705
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$24,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$213,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$353,929
Employer contributions (assets) at end of year	2012-12-31	$36,445
Employer contributions (assets) at beginning of year	2012-12-31	$31,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$12,162
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	INSERO AND COMPANY CPAS P.C.
Accountancy firm EIN	2012-12-31	161016457
2011 : EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$333,423
Total of all expenses incurred	2011-12-31	$51,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$35,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$360,333
Value of total assets at end of year	2011-12-31	$2,204,236
Value of total assets at beginning of year	2011-12-31	$1,922,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$16,366
Total interest from all sources	2011-12-31	$6
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$72,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$72,081
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$24,703
Participant contributions at end of year	2011-12-31	$277
Participant contributions at beginning of year	2011-12-31	$282
Administrative expenses (other) incurred	2011-12-31	$16,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$281,448
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,204,236
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,922,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,140,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,818,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$31,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$65,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$65,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$6
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$14,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-98,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$335,630
Employer contributions (assets) at end of year	2011-12-31	$31,440
Employer contributions (assets) at beginning of year	2011-12-31	$38,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$21,248
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountancy firm name	2011-12-31	INSERO AND COMPANY CPAS P.C.
Accountancy firm EIN	2011-12-31	161016457
2010 : EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$552,575
Total of all expenses incurred	2010-12-31	$40,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$34,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$362,416
Value of total assets at end of year	2010-12-31	$1,922,788
Value of total assets at beginning of year	2010-12-31	$1,410,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$6,185
Total interest from all sources	2010-12-31	$12
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$45,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$45,518
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$25,321
Participant contributions at end of year	2010-12-31	$282
Participant contributions at beginning of year	2010-12-31	$372
Administrative expenses (other) incurred	2010-12-31	$6,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$512,109
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,922,788
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,410,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,818,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,319,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$65,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$64,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$64,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$12
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$16,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$144,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$337,095
Employer contributions (assets) at end of year	2010-12-31	$38,700
Employer contributions (assets) at beginning of year	2010-12-31	$26,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$17,725
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	INSERO AND COMPANY CPAS PC
Accountancy firm EIN	2010-12-31	161016457

Form 5500 Responses for EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE

2022: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2010: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	12
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $20,434
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038619

Policy instance

Insurance contract or identification number	82036382038619
Number of Individuals Covered	8
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $3,802
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	12
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $20,820
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038619

Policy instance

Insurance contract or identification number	82036382038619
Number of Individuals Covered	6
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $3,844
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	13
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $23,181
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038619

Policy instance

Insurance contract or identification number	82036382038619
Number of Individuals Covered	6
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $3,844
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038619

Policy instance

Insurance contract or identification number	82036382038619
Number of Individuals Covered	8
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $3,840
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	13
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $23,083
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038619

Policy instance

Insurance contract or identification number	82036382038619
Number of Individuals Covered	8
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $3,844
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	13
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $30,459
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	14
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $30,730
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038619

Policy instance

Insurance contract or identification number	82036382038619
Number of Individuals Covered	8
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $3,844
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	7
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $11,379
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	10
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $7,261
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038619

Policy instance

Insurance contract or identification number	82036382038619
Number of Individuals Covered	6
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $3,747
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038619

Policy instance

Insurance contract or identification number	82036382038619
Number of Individuals Covered	9
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $4,180
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE426878

Policy instance

Insurance contract or identification number	AE426878
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $1,053
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE426876

Policy instance

Insurance contract or identification number	AE426876
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE351468

Policy instance

Insurance contract or identification number	AE351468
Number of Individuals Covered	11
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $8,519
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382036319

Policy instance

Insurance contract or identification number	82036382036319
Number of Individuals Covered	7
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $15,060
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038619

Policy instance

Insurance contract or identification number	82036382038619
Number of Individuals Covered	9
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $3,833
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382036319

Policy instance

Insurance contract or identification number	82036382036319
Number of Individuals Covered	7
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $14,154
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE351468

Policy instance

Insurance contract or identification number	AE351468
Number of Individuals Covered	11
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $6,931
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE426876

Policy instance

Insurance contract or identification number	AE426876
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $1,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE426878

Policy instance

Insurance contract or identification number	AE426878
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $988
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE426878

Policy instance

Insurance contract or identification number	AE426878
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $1,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE426876

Policy instance

Insurance contract or identification number	AE426876
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $1,603
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE351468

Policy instance

Insurance contract or identification number	AE351468
Number of Individuals Covered	10
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $7,799
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382036319

Policy instance

Insurance contract or identification number	82036382036319
Number of Individuals Covered	9
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $14,825
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038619

Policy instance

Insurance contract or identification number	82036382038619
Number of Individuals Covered	9
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $3,124
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036336319

Policy instance

Insurance contract or identification number	82036336319
Number of Individuals Covered	4
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $6,219

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

AE351468

Policy instance

Insurance contract or identification number	AE351468
Number of Individuals Covered	8
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $4,649

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036338619

Policy instance

Insurance contract or identification number	82036338619
Number of Individuals Covered	4
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,483

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

AE380630

Policy instance

Insurance contract or identification number	AE380630
Number of Individuals Covered	3
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $3,848

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Company Name:	HAVERFORD COLLEGE
Employer identification number (EIN):	236002304
NAIC Classification:	611000