?>
Logo

SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameSARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN
Plan identification number 001

SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:SARAH LAWRENCE COLLEGE
Employer identification number (EIN):237223216
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DANIELLE COSCIA2023-07-19
0012021-01-01DANIELLE COSCIA2022-09-12
0012020-01-01DANIELLE COSCIA2021-09-30
0012020-01-01DANIELLE COSCIA2020-09-30
0012019-01-01
0012018-01-01
0012017-01-01DANIELLE COSCIA
0012016-01-01DANIELLE COSCIA
0012015-01-01DANIELLE COSCIA
0012014-01-01JULIE AUSTER
0012013-01-01JULIE AUSTER
0012012-01-01JULIE AUSTER
0012011-01-01JULIE AUSTER
0012010-01-01JULIE AUSTER JULIE AUSTER2011-09-15
0012009-01-01JULIE AUSTER JULIE AUSTER2010-09-27

Plan Statistics for SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN

401k plan membership statisitcs for SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN

Measure Date Value
2022: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,332
Total number of active participants reported on line 7a of the Form 55002022-01-01618
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01759
Total of all active and inactive participants2022-01-011,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,377
Number of participants with account balances2022-01-011,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,348
Total number of active participants reported on line 7a of the Form 55002021-01-01595
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01737
Total of all active and inactive participants2021-01-011,332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,332
Number of participants with account balances2021-01-011,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,323
Total number of active participants reported on line 7a of the Form 55002020-01-01684
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01657
Total of all active and inactive participants2020-01-011,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-011,348
Number of participants with account balances2020-01-011,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,324
Total number of active participants reported on line 7a of the Form 55002019-01-01717
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01600
Total of all active and inactive participants2019-01-011,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-011,323
Number of participants with account balances2019-01-011,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,310
Total number of active participants reported on line 7a of the Form 55002018-01-01733
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01584
Total of all active and inactive participants2018-01-011,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-011,324
Number of participants with account balances2018-01-011,042
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,317
Total number of active participants reported on line 7a of the Form 55002017-01-01718
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01586
Total of all active and inactive participants2017-01-011,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-011,310
Number of participants with account balances2017-01-011,050
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,344
Total number of active participants reported on line 7a of the Form 55002016-01-01725
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01588
Total of all active and inactive participants2016-01-011,313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,317
Number of participants with account balances2016-01-011,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,304
Total number of active participants reported on line 7a of the Form 55002015-01-01742
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01595
Total of all active and inactive participants2015-01-011,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,344
Number of participants with account balances2015-01-011,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,284
Total number of active participants reported on line 7a of the Form 55002014-01-01708
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01592
Total of all active and inactive participants2014-01-011,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,304
Number of participants with account balances2014-01-011,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,069
Total number of active participants reported on line 7a of the Form 55002013-01-01685
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01595
Total of all active and inactive participants2013-01-011,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-011,284
Number of participants with account balances2013-01-011,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,170
Total number of active participants reported on line 7a of the Form 55002012-01-011,462
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01607
Total of all active and inactive participants2012-01-012,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,069
Number of participants with account balances2012-01-011,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,110
Total number of active participants reported on line 7a of the Form 55002011-01-01550
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01620
Total of all active and inactive participants2011-01-011,170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,170
Number of participants with account balances2011-01-011,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,185
Total number of active participants reported on line 7a of the Form 55002010-01-01493
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01615
Total of all active and inactive participants2010-01-011,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,108
Number of participants with account balances2010-01-011,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01961
Total number of active participants reported on line 7a of the Form 55002009-01-01583
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01601
Total of all active and inactive participants2009-01-011,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,184
Number of participants with account balances2009-01-01994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN

Measure Date Value
2022 : SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-15,869,225
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,303,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,257,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,100,851
Value of total assets at end of year2022-12-31$162,487,761
Value of total assets at beginning of year2022-12-31$185,660,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$46,094
Total interest from all sources2022-12-31$2,051,081
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,348,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,348,259
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31Yes
Amount of non-exempt transactions with any party-in-interest2022-12-31$27,720
Contributions received from participants2022-12-31$1,663,240
Participant contributions at end of year2022-12-31$137,033
Participant contributions at beginning of year2022-12-31$147,891
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$219,935
Other income not declared elsewhere2022-12-31$84,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-23,173,136
Value of net assets at end of year (total assets less liabilities)2022-12-31$162,487,761
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$185,660,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$102,306,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$126,266,700
Value of interest in pooled separate accounts at end of year2022-12-31$7,445,411
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,002,720
Interest on participant loans2022-12-31$7,235
Interest earned on other investments2022-12-31$2,043,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$52,598,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$52,243,586
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$467,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-25,035,721
Net investment gain/loss from pooled separate accounts2022-12-31$581,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,217,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,789,947
Contract administrator fees2022-12-31$46,094
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$23,352,455
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,071,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,041,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,766,794
Value of total assets at end of year2021-12-31$185,660,897
Value of total assets at beginning of year2021-12-31$170,379,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,877
Total interest from all sources2021-12-31$1,734,961
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,460,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,460,326
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,628,233
Participant contributions at end of year2021-12-31$147,891
Participant contributions at beginning of year2021-12-31$112,825
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$518,460
Other income not declared elsewhere2021-12-31$68,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$15,280,898
Value of net assets at end of year (total assets less liabilities)2021-12-31$185,660,897
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$170,379,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$126,266,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$112,271,029
Value of interest in pooled separate accounts at end of year2021-12-31$7,002,720
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,916,787
Interest on participant loans2021-12-31$7,248
Interest earned on other investments2021-12-31$1,727,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$52,243,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$52,079,358
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$246,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,257,586
Net investment gain/loss from pooled separate accounts2021-12-31$1,064,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$620,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,795,520
Contract administrator fees2021-12-31$29,877
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$21,106,266
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,773,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,730,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,894,716
Value of total assets at end of year2020-12-31$170,379,999
Value of total assets at beginning of year2020-12-31$158,047,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,595
Total interest from all sources2020-12-31$1,941,363
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,747,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,747,559
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,665,147
Participant contributions at end of year2020-12-31$112,825
Participant contributions at beginning of year2020-12-31$123,985
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,806
Other income not declared elsewhere2020-12-31$61,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,332,989
Value of net assets at end of year (total assets less liabilities)2020-12-31$170,379,999
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$158,047,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$42,595
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$112,271,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$98,708,909
Value of interest in pooled separate accounts at end of year2020-12-31$5,916,787
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,505,332
Interest on participant loans2020-12-31$7,719
Interest earned on other investments2020-12-31$1,933,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$52,079,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$52,708,784
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$784,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,516,602
Net investment gain/loss from pooled separate accounts2020-12-31$-55,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,227,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,945,752
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$26,455,321
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,541,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,497,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,743,518
Value of total assets at end of year2019-12-31$158,047,010
Value of total assets at beginning of year2019-12-31$139,133,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,430
Total interest from all sources2019-12-31$1,939,914
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,710,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,710,118
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,827,399
Participant contributions at end of year2019-12-31$123,985
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$819,430
Other income not declared elsewhere2019-12-31$60,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,913,339
Value of net assets at end of year (total assets less liabilities)2019-12-31$158,047,010
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$139,133,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$98,708,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$81,694,105
Value of interest in pooled separate accounts at end of year2019-12-31$6,505,332
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,150,881
Interest on participant loans2019-12-31$2,920
Interest earned on other investments2019-12-31$1,936,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$52,708,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$51,288,685
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$313,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,660,760
Net investment gain/loss from pooled separate accounts2019-12-31$340,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,096,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,183,664
Contract administrator fees2019-12-31$44,430
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,815,613
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,323,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,294,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,083,298
Value of total assets at end of year2018-12-31$139,133,671
Value of total assets at beginning of year2018-12-31$147,641,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,026
Total interest from all sources2018-12-31$1,961,239
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,987,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,987,943
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,917,814
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,059,934
Other income not declared elsewhere2018-12-31$63,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,508,182
Value of net assets at end of year (total assets less liabilities)2018-12-31$139,133,671
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$147,641,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$81,694,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$90,883,668
Value of interest in pooled separate accounts at end of year2018-12-31$6,150,881
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,430,085
Interest earned on other investments2018-12-31$1,961,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$51,288,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$50,328,100
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,164,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,572,130
Net investment gain/loss from pooled separate accounts2018-12-31$291,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,105,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,129,776
Contract administrator fees2018-12-31$29,026
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$21,776,312
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,240,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,227,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,739,360
Value of total assets at end of year2017-12-31$147,641,853
Value of total assets at beginning of year2017-12-31$130,105,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,724
Total interest from all sources2017-12-31$1,866,002
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,459,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,459,550
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,864,622
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$737,235
Other income not declared elsewhere2017-12-31$23,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$17,536,170
Value of net assets at end of year (total assets less liabilities)2017-12-31$147,641,853
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$130,105,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$90,883,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$75,297,047
Value of interest in pooled separate accounts at end of year2017-12-31$6,430,085
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,340,368
Interest earned on other investments2017-12-31$1,866,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$50,328,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$48,468,268
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$203,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,412,416
Net investment gain/loss from pooled separate accounts2017-12-31$275,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,137,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,023,945
Contract administrator fees2017-12-31$12,724
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$13,651,411
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,331,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,307,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,030,566
Value of total assets at end of year2016-12-31$130,105,683
Value of total assets at beginning of year2016-12-31$121,785,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,950
Total interest from all sources2016-12-31$1,957,312
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$966,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$966,620
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,720,485
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,219,592
Other income not declared elsewhere2016-12-31$18,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,320,088
Value of net assets at end of year (total assets less liabilities)2016-12-31$130,105,683
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$121,785,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$75,297,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$69,768,279
Value of interest in pooled separate accounts at end of year2016-12-31$6,340,368
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,768,564
Interest earned on other investments2016-12-31$1,957,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$48,468,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$46,248,752
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$597,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,364,983
Net investment gain/loss from pooled separate accounts2016-12-31$313,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,090,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,709,946
Contract administrator fees2016-12-31$23,950
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,058,855
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,454,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,442,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,059,352
Value of total assets at end of year2015-12-31$121,785,595
Value of total assets at beginning of year2015-12-31$122,180,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,834
Total interest from all sources2015-12-31$1,768,156
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,018,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,018,774
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,560,217
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$389,328
Other income not declared elsewhere2015-12-31$42,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-395,288
Value of net assets at end of year (total assets less liabilities)2015-12-31$121,785,595
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$122,180,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$69,768,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$71,864,430
Value of interest in pooled separate accounts at end of year2015-12-31$5,768,564
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,283,145
Interest earned on other investments2015-12-31$1,768,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$46,248,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$45,033,308
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$105,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,264,055
Net investment gain/loss from pooled separate accounts2015-12-31$433,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,109,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,336,551
Contract administrator fees2015-12-31$11,834
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$11,324,113
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,313,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,296,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,432,416
Value of total assets at end of year2014-12-31$122,180,883
Value of total assets at beginning of year2014-12-31$118,169,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,255
Total interest from all sources2014-12-31$1,814,320
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$900,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$900,283
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,696,922
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$631,004
Other income not declared elsewhere2014-12-31$38,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,011,044
Value of net assets at end of year (total assets less liabilities)2014-12-31$122,180,883
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$118,169,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$71,864,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$68,876,825
Value of interest in pooled separate accounts at end of year2014-12-31$5,283,145
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,547,397
Interest on participant loans2014-12-31$3
Interest earned on other investments2014-12-31$1,814,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$45,033,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$44,745,617
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,886,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,570,676
Net investment gain/loss from pooled separate accounts2014-12-31$568,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,104,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,410,202
Contract administrator fees2014-12-31$16,255
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$19,248,475
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,380,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,358,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,365,526
Value of total assets at end of year2013-12-31$118,169,839
Value of total assets at beginning of year2013-12-31$103,301,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,589
Total interest from all sources2013-12-31$1,720,293
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$686,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$686,810
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,637,674
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$407,150
Other income not declared elsewhere2013-12-31$25,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,868,379
Value of net assets at end of year (total assets less liabilities)2013-12-31$118,169,839
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$103,301,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$68,876,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$57,522,806
Value of interest in pooled separate accounts at end of year2013-12-31$4,547,397
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,755,217
Interest on participant loans2013-12-31$2
Interest earned on other investments2013-12-31$1,720,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$44,745,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$42,023,437
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$281,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,074,731
Net investment gain/loss from pooled separate accounts2013-12-31$375,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,320,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,077,232
Contract administrator fees2013-12-31$21,589
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$13,556,791
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,788,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,774,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,177,971
Value of total assets at end of year2012-12-31$103,301,460
Value of total assets at beginning of year2012-12-31$94,533,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,750
Total interest from all sources2012-12-31$1,593,923
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$322,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,536,224
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$111,787
Other income not declared elsewhere2012-12-31$22,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,768,087
Value of net assets at end of year (total assets less liabilities)2012-12-31$103,301,460
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$94,533,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$57,522,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$50,908,805
Value of interest in pooled separate accounts at end of year2012-12-31$3,755,217
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,230,451
Interest earned on other investments2012-12-31$1,593,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$42,023,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$40,394,117
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$497,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,107,504
Net investment gain/loss from pooled separate accounts2012-12-31$332,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,529,960
Income. Dividends from common stock2012-12-31$322,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,277,747
Contract administrator fees2012-12-31$13,750
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2012-12-31043499945
2011 : SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,828,458
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,178,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,178,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,243,814
Value of total assets at end of year2011-12-31$94,533,373
Value of total assets at beginning of year2011-12-31$92,882,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,531,546
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$167,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$167,483
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,485,374
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$320,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,650,407
Value of net assets at end of year (total assets less liabilities)2011-12-31$94,533,373
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$92,882,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$50,908,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$52,326,514
Value of interest in pooled separate accounts at end of year2011-12-31$3,230,451
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,508,646
Interest earned on other investments2011-12-31$1,531,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$40,394,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$38,047,806
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$214,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,448,257
Net investment gain/loss from pooled separate accounts2011-12-31$333,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,437,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,963,312
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2011-12-31043499945
2010 : SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$11,750,905
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,677,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,677,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,989,957
Value of total assets at end of year2010-12-31$92,882,966
Value of total assets at beginning of year2010-12-31$82,809,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$121
Total interest from all sources2010-12-31$1,371,598
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$81,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$81,417
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,459,017
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$85,224
Other income not declared elsewhere2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,073,047
Value of net assets at end of year (total assets less liabilities)2010-12-31$92,882,966
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$82,809,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$52,326,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$44,937,584
Value of interest in pooled separate accounts at end of year2010-12-31$2,508,646
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,602,209
Interest earned on other investments2010-12-31$1,371,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$38,047,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$36,270,126
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$23,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,050,380
Net investment gain/loss from pooled separate accounts2010-12-31$257,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,445,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,654,084
Contract administrator fees2010-12-31$121
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2010-12-31043499945
2009 : SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN

2022: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103672
Policy instance 1
Insurance contract or identification number103672
Number of Individuals Covered1085
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103672
Policy instance 1
Insurance contract or identification number103672
Number of Individuals Covered1064
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103672
Policy instance 1
Insurance contract or identification number103672
Number of Individuals Covered741
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103672
Policy instance 1
Insurance contract or identification number103672
Number of Individuals Covered766
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103672
Policy instance 1
Insurance contract or identification number103672
Number of Individuals Covered1060
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103672
Policy instance 1
Insurance contract or identification number103672
Number of Individuals Covered1066
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103672
Policy instance 1
Insurance contract or identification number103672
Number of Individuals Covered1035
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103672
Policy instance 1
Insurance contract or identification number103672
Number of Individuals Covered1029
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103672
Policy instance 1
Insurance contract or identification number103672
Number of Individuals Covered830
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103672
Policy instance 1
Insurance contract or identification number103672
Number of Individuals Covered1014
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103672
Policy instance 1
Insurance contract or identification number103672
Number of Individuals Covered1001
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103673
Policy instance 2
Insurance contract or identification number103673
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103672
Policy instance 1
Insurance contract or identification number103672
Number of Individuals Covered1001
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3