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LAFAYETTE COLLEGE RETIREMENT PLAN 401k Plan overview

Plan NameLAFAYETTE COLLEGE RETIREMENT PLAN
Plan identification number 001

LAFAYETTE COLLEGE RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:LAFAYETTE COLLEGE
Employer identification number (EIN):240795686
NAIC Classification:611000

Additional information about LAFAYETTE COLLEGE

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1119929

More information about LAFAYETTE COLLEGE

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CRISTIE LAZART2023-09-19
0012021-01-01CRISTIE LAZART2022-10-14
0012020-01-01
0012019-01-01
0012018-01-01CRISTIE LAZART
0012017-01-01ALMA SCOTT-BUCZEK
0012016-01-01CHARLES F CRAWFORD
0012015-01-01CHARLES F CRAWFORD
0012014-01-01CHARLES F CRAWFORD
0012013-01-01CHARLES F CRAWFORD
0012012-01-01CHARLES F. CRAWFORD
0012011-01-01CHARLES F. CRAWFORD - ASSIST DIR HR
0012010-01-01CHARLES F. CRAWFORD - ASSIST DIR HR
0012009-01-01CHARLES F. CRAWFORD
0012009-01-01CHARLES F. CRAWFORD

Plan Statistics for LAFAYETTE COLLEGE RETIREMENT PLAN

401k plan membership statisitcs for LAFAYETTE COLLEGE RETIREMENT PLAN

Measure Date Value
2022: LAFAYETTE COLLEGE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,119
Total number of active participants reported on line 7a of the Form 55002022-01-011,067
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-011,131
Total of all active and inactive participants2022-01-012,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0148
Total participants2022-01-012,247
Number of participants with account balances2022-01-012,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LAFAYETTE COLLEGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,148
Total number of active participants reported on line 7a of the Form 55002021-01-011,161
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01959
Total of all active and inactive participants2021-01-012,121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0141
Total participants2021-01-012,162
Number of participants with account balances2021-01-012,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LAFAYETTE COLLEGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,164
Total number of active participants reported on line 7a of the Form 55002020-01-011,101
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,037
Total of all active and inactive participants2020-01-012,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-012,148
Number of participants with account balances2020-01-012,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LAFAYETTE COLLEGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,125
Total number of active participants reported on line 7a of the Form 55002019-01-011,120
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,035
Total of all active and inactive participants2019-01-012,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-012,164
Number of participants with account balances2019-01-012,159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LAFAYETTE COLLEGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,089
Total number of active participants reported on line 7a of the Form 55002018-01-011,095
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,022
Total of all active and inactive participants2018-01-012,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-012,125
Number of participants with account balances2018-01-012,122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LAFAYETTE COLLEGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,027
Total number of active participants reported on line 7a of the Form 55002017-01-011,053
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,009
Total of all active and inactive participants2017-01-012,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-012,070
Number of participants with account balances2017-01-012,067
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LAFAYETTE COLLEGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,001
Total number of active participants reported on line 7a of the Form 55002016-01-011,013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,005
Total of all active and inactive participants2016-01-012,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-012,027
Number of participants with account balances2016-01-012,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LAFAYETTE COLLEGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,924
Total number of active participants reported on line 7a of the Form 55002015-01-01981
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,012
Total of all active and inactive participants2015-01-011,993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-012,001
Number of participants with account balances2015-01-011,999
2014: LAFAYETTE COLLEGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,912
Total number of active participants reported on line 7a of the Form 55002014-01-01951
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01969
Total of all active and inactive participants2014-01-011,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,924
Number of participants with account balances2014-01-011,921
2013: LAFAYETTE COLLEGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,727
Total number of active participants reported on line 7a of the Form 55002013-01-01886
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,018
Total of all active and inactive participants2013-01-011,904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-011,912
Number of participants with account balances2013-01-011,894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LAFAYETTE COLLEGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,700
Total number of active participants reported on line 7a of the Form 55002012-01-01734
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01988
Total of all active and inactive participants2012-01-011,722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-011,727
Number of participants with account balances2012-01-011,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LAFAYETTE COLLEGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,798
Total number of active participants reported on line 7a of the Form 55002011-01-01702
Number of other retired or separated participants entitled to future benefits2011-01-01996
Total of all active and inactive participants2011-01-011,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,700
Number of participants with account balances2011-01-011,675
2010: LAFAYETTE COLLEGE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,766
Total number of active participants reported on line 7a of the Form 55002010-01-011,635
Number of other retired or separated participants entitled to future benefits2010-01-01161
Total of all active and inactive participants2010-01-011,796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-011,798
Number of participants with account balances2010-01-011,683
2009: LAFAYETTE COLLEGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,766
Total number of active participants reported on line 7a of the Form 55002009-01-011,592
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01168
Total of all active and inactive participants2009-01-011,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-011,766
Number of participants with account balances2009-01-011,675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LAFAYETTE COLLEGE RETIREMENT PLAN

Measure Date Value
2022 : LAFAYETTE COLLEGE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-37,145,165
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$23,020,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$22,878,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,825,082
Value of total assets at end of year2022-12-31$391,378,546
Value of total assets at beginning of year2022-12-31$451,544,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$141,734
Total interest from all sources2022-12-31$4,724,451
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,544,964
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$2,544,964
Administrative expenses professional fees incurred2022-12-31$23,690
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,661,399
Participant contributions at end of year2022-12-31$115,624
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,821,096
Other income not declared elsewhere2022-12-31$405,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-60,165,524
Value of net assets at end of year (total assets less liabilities)2022-12-31$391,378,546
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$451,544,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$38,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$251,585,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$311,650,300
Value of interest in pooled separate accounts at end of year2022-12-31$20,303,706
Value of interest in pooled separate accounts at beginning of year2022-12-31$18,765,984
Interest on participant loans2022-12-31$4,644
Interest earned on other investments2022-12-31$4,662,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,353,207
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,937,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,937,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$57,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$116,020,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$118,190,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-61,185,178
Net investment gain/loss from pooled separate accounts2022-12-31$1,540,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,342,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$22,878,625
Contract administrator fees2022-12-31$79,269
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : LAFAYETTE COLLEGE 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$63,427,204
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$20,714,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$20,606,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,314,271
Value of total assets at end of year2021-12-31$451,544,070
Value of total assets at beginning of year2021-12-31$408,831,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$108,593
Total interest from all sources2021-12-31$4,063,072
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,803,601
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$6,803,601
Administrative expenses professional fees incurred2021-12-31$19,950
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$5,465,865
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,065,554
Other income not declared elsewhere2021-12-31$569,577
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$42,712,412
Value of net assets at end of year (total assets less liabilities)2021-12-31$451,544,070
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$408,831,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$37,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$311,650,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$270,968,025
Value of interest in pooled separate accounts at end of year2021-12-31$18,765,984
Value of interest in pooled separate accounts at beginning of year2021-12-31$15,398,742
Interest earned on other investments2021-12-31$4,062,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,937,237
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,240,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,240,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$118,190,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$119,224,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$36,864,285
Net investment gain/loss from pooled separate accounts2021-12-31$2,812,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,782,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$20,606,199
Contract administrator fees2021-12-31$50,768
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : LAFAYETTE COLLEGE 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$60,935,703
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$23,927,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$23,841,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,164,753
Value of total assets at end of year2020-12-31$408,831,658
Value of total assets at beginning of year2020-12-31$371,823,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$85,423
Total interest from all sources2020-12-31$4,480,095
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,290,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,290,004
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$4,912,038
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$12,860
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,909,739
Other income not declared elsewhere2020-12-31$1,397,815
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$37,008,488
Value of net assets at end of year (total assets less liabilities)2020-12-31$408,831,658
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$371,823,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$270,968,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$239,547,944
Value of interest in pooled separate accounts at end of year2020-12-31$15,398,742
Value of interest in pooled separate accounts at beginning of year2020-12-31$16,719,712
Interest earned on other investments2020-12-31$4,472,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,240,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,280,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,280,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$8,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$119,224,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$114,227,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$42,748,812
Net investment gain/loss from pooled separate accounts2020-12-31$-145,776
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$3,342,976
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$34,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$23,841,792
Contract administrator fees2020-12-31$85,423
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : LAFAYETTE COLLEGE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$67,523,033
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$21,054,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,994,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,724,507
Value of total assets at end of year2019-12-31$371,823,170
Value of total assets at beginning of year2019-12-31$325,354,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,560
Total interest from all sources2019-12-31$4,369,068
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,760,200
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$1,760,200
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$5,432,862
Participant contributions at end of year2019-12-31$12,860
Participant contributions at beginning of year2019-12-31$13,255
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$983,010
Other income not declared elsewhere2019-12-31$166,807
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$46,468,525
Value of net assets at end of year (total assets less liabilities)2019-12-31$371,823,170
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$325,354,645
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
Investment advisory and management fees2019-12-31$59,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$239,547,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$198,995,429
Value of interest in pooled separate accounts at end of year2019-12-31$16,719,712
Value of interest in pooled separate accounts at beginning of year2019-12-31$15,384,261
Interest earned on other investments2019-12-31$4,341,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,280,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,048,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,048,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$27,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$114,227,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$109,885,232
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,388,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$47,638,963
Net investment gain/loss from pooled separate accounts2019-12-31$863,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,308,635
Employer contributions (assets) at end of year2019-12-31$34,232
Employer contributions (assets) at beginning of year2019-12-31$28,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,606,181
Contract administrator fees2019-12-31$75
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : LAFAYETTE COLLEGE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,970,265
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$14,257,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,203,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,310,723
Value of total assets at end of year2018-12-31$325,354,645
Value of total assets at beginning of year2018-12-31$337,642,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$54,077
Total interest from all sources2018-12-31$4,343,218
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,217,698
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$2,217,698
Administrative expenses professional fees incurred2018-12-31$2,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$5,269,662
Participant contributions at end of year2018-12-31$13,255
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$907,005
Other income not declared elsewhere2018-12-31$171,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,287,686
Value of net assets at end of year (total assets less liabilities)2018-12-31$325,354,645
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$337,642,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$51,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$198,995,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$216,433,620
Value of interest in pooled separate accounts at end of year2018-12-31$15,384,261
Value of interest in pooled separate accounts at beginning of year2018-12-31$14,570,485
Interest earned on other investments2018-12-31$4,322,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,048,065
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$979,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$979,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$20,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$109,885,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$105,629,344
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$894,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-17,761,545
Net investment gain/loss from pooled separate accounts2018-12-31$688,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,134,056
Employer contributions (assets) at end of year2018-12-31$28,403
Employer contributions (assets) at beginning of year2018-12-31$29,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,309,825
Contract administrator fees2018-12-31$77
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 name2018-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : LAFAYETTE COLLEGE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$53,818,917
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,441,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,396,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,800,109
Value of total assets at end of year2017-12-31$337,642,331
Value of total assets at beginning of year2017-12-31$297,264,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,023
Total interest from all sources2017-12-31$4,105,271
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,312,891
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$1,312,891
Administrative expenses professional fees incurred2017-12-31$45,023
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$4,933,190
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,032,283
Other income not declared elsewhere2017-12-31$147,832
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$40,377,365
Value of net assets at end of year (total assets less liabilities)2017-12-31$337,642,331
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$297,264,966
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$216,433,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$181,112,522
Value of interest in pooled separate accounts at end of year2017-12-31$14,570,485
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,054,345
Interest earned on other investments2017-12-31$4,105,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$979,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$920,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$920,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$105,629,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$102,147,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$35,864,004
Net investment gain/loss from pooled separate accounts2017-12-31$588,810
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$5,834,636
Employer contributions (assets) at end of year2017-12-31$29,341
Employer contributions (assets) at beginning of year2017-12-31$29,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,396,529
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 name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : LAFAYETTE COLLEGE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$27,869,624
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,269,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,151,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,871,669
Value of total assets at end of year2016-12-31$297,264,966
Value of total assets at beginning of year2016-12-31$279,664,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$118,192
Total interest from all sources2016-12-31$4,272,125
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$776,573
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$776,573
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$4,615,706
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$730,299
Other income not declared elsewhere2016-12-31$202,931
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$17,600,352
Value of net assets at end of year (total assets less liabilities)2016-12-31$297,264,966
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$279,664,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$118,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$181,112,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$169,835,468
Value of interest in pooled separate accounts at end of year2016-12-31$13,054,345
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,640,568
Interest earned on other investments2016-12-31$4,270,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$920,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$102,147,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$98,160,212
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,333,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,118,886
Net investment gain/loss from pooled separate accounts2016-12-31$627,440
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$5,525,664
Employer contributions (assets) at end of year2016-12-31$29,269
Employer contributions (assets) at beginning of year2016-12-31$28,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,817,822
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 name2016-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : LAFAYETTE COLLEGE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$16,279,631
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$13,040,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,040,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,124,079
Value of total assets at end of year2015-12-31$279,664,614
Value of total assets at beginning of year2015-12-31$276,425,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$3,896,774
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$965,916
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$965,916
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$4,395,689
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,516,049
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$3,239,410
Value of net assets at end of year (total assets less liabilities)2015-12-31$279,664,614
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$276,425,204
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$169,835,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$172,313,875
Value of interest in pooled separate accounts at end of year2015-12-31$11,640,568
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,005,845
Interest earned on other investments2015-12-31$3,896,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$98,160,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$94,105,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-547,309
Net investment gain/loss from pooled separate accounts2015-12-31$840,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,212,341
Employer contributions (assets) at end of year2015-12-31$28,366
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,040,221
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 name2015-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : LAFAYETTE COLLEGE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$26,637,907
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,993,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,992,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,487,768
Value of total assets at end of year2014-12-31$276,425,204
Value of total assets at beginning of year2014-12-31$257,781,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,554
Total interest from all sources2014-12-31$3,826,413
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,057,276
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$1,057,276
Administrative expenses professional fees incurred2014-12-31$1,554
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,475,388
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$929,162
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$18,643,922
Value of net assets at end of year (total assets less liabilities)2014-12-31$276,425,204
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$257,781,282
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$172,313,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$161,531,921
Value of interest in pooled separate accounts at end of year2014-12-31$10,005,845
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,277,740
Interest earned on other investments2014-12-31$3,826,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$94,105,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$87,971,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$10,209,242
Net investment gain/loss from pooled separate accounts2014-12-31$1,057,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,083,218
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,992,431
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 name2014-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : LAFAYETTE COLLEGE 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$45,128,282
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$9,201,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,199,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,330,311
Value of total assets at end of year2013-12-31$257,781,282
Value of total assets at beginning of year2013-12-31$221,854,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,106
Total interest from all sources2013-12-31$3,504,025
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$689,532
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$689,532
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,306,216
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,153,193
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$35,927,066
Value of net assets at end of year (total assets less liabilities)2013-12-31$257,781,282
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$221,854,216
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$161,531,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$131,207,223
Value of interest in pooled separate accounts at end of year2013-12-31$8,277,740
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,417,829
Interest earned on other investments2013-12-31$3,503,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$87,971,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$84,229,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$29,910,871
Net investment gain/loss from pooled separate accounts2013-12-31$693,543
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,870,902
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,199,110
Contract administrator fees2013-12-31$2,106
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 name2013-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : LAFAYETTE COLLEGE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$29,428,756
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,606,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,604,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,023,103
Value of total assets at end of year2012-12-31$221,854,216
Value of total assets at beginning of year2012-12-31$200,031,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,703
Total interest from all sources2012-12-31$3,279,369
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$284,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$284,388
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$4,153,907
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$261,066
Administrative expenses (other) incurred2012-12-31$1,703
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$21,822,499
Value of net assets at end of year (total assets less liabilities)2012-12-31$221,854,216
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$200,031,717
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$131,207,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$111,254,553
Value of interest in pooled separate accounts at end of year2012-12-31$6,417,829
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,162,527
Interest earned on other investments2012-12-31$3,279,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,126,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,126,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$84,229,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$82,488,303
Net investment gain/loss from pooled separate accounts2012-12-31$543,747
Net gain/loss from 103.12 investment entities2012-12-31$16,298,149
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$4,608,130
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,604,554
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : LAFAYETTE COLLEGE RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$9,669,000
Total of all expenses incurred2011-12-31$9,832,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,830,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,074,945
Value of total assets at end of year2011-12-31$200,031,717
Value of total assets at beginning of year2011-12-31$200,195,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,371
Total interest from all sources2011-12-31$3,454,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,025,162
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$637,901
Administrative expenses (other) incurred2011-12-31$2,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-163,891
Value of net assets at end of year (total assets less liabilities)2011-12-31$200,031,717
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$200,195,608
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$111,254,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$115,538,874
Value of interest in pooled separate accounts at end of year2011-12-31$5,162,527
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,820,229
Interest earned on other investments2011-12-31$3,454,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,126,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,173,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,173,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$82,488,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$79,621,083
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,249,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,393,557
Net investment gain/loss from pooled separate accounts2011-12-31$533,089
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,411,882
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$42,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,580,916
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON, LLP
Accountancy firm EIN2011-12-31366055558
2010 : LAFAYETTE COLLEGE RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$25,766,071
Total of all expenses incurred2010-12-31$8,370,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,368,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,494,453
Value of total assets at end of year2010-12-31$200,195,608
Value of total assets at beginning of year2010-12-31$182,799,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,071
Total interest from all sources2010-12-31$3,086,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,992,306
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$172,527
Administrative expenses (other) incurred2010-12-31$2,071
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$17,395,665
Value of net assets at end of year (total assets less liabilities)2010-12-31$200,195,608
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$182,799,943
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$115,538,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$101,349,415
Value of interest in pooled separate accounts at end of year2010-12-31$3,820,229
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,823,915
Interest earned on other investments2010-12-31$3,086,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,173,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,063,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,063,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$79,621,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$76,562,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$13,751,596
Net investment gain/loss from pooled separate accounts2010-12-31$433,733
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,329,620
Employer contributions (assets) at end of year2010-12-31$42,193
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,368,335
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON, LLP
Accountancy firm EIN2010-12-31366055558

Form 5500 Responses for LAFAYETTE COLLEGE RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104585
Policy instance 1
Insurance contract or identification number104585
Number of Individuals Covered1721
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 number104585
Policy instance 1
Insurance contract or identification number104585
Number of Individuals Covered1730
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 number104585
Policy instance 1
Insurance contract or identification number104585
Number of Individuals Covered1176
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 number104585
Policy instance 1
Insurance contract or identification number104585
Number of Individuals Covered1798
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 number104585
Policy instance 1
Insurance contract or identification number104585
Number of Individuals Covered1777
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 number104585
Policy instance 1
Insurance contract or identification number104585
Number of Individuals Covered1775
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 number104585
Policy instance 1
Insurance contract or identification number104585
Number of Individuals Covered1751
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 number104585
Policy instance 1
Insurance contract or identification number104585
Number of Individuals Covered1725
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 number104585
Policy instance 1
Insurance contract or identification number104585
Number of Individuals Covered1715
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 number104585
Policy instance 1
Insurance contract or identification number104585
Number of Individuals Covered1709
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 number104585
Policy instance 1
Insurance contract or identification number104585
Number of Individuals Covered1680
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number104585
Policy instance 1
Insurance contract or identification number104585
Number of Individuals Covered1687
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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