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KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameKENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 003

KENYON COLLEGE DEFINED CONTRIBUTION 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

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

Company Name:KENYON COLLEGE
Employer identification number (EIN):314379507
NAIC Classification:611000

Additional information about KENYON COLLEGE

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1824-12-29
Company Identification Number: 206668
Legal Registered Office Address: 209 CHASE AVE.
-
GAMBIER
United States of America (USA)
43022

More information about KENYON COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01SHIRLEY OBRIEN
0032016-01-01SHIRLEY OBRIEN
0032015-01-01SHIRLEY OBRIEN
0032014-01-01SHIRLEY OBRIEN
0032013-01-01SHIRLEY OBRIEN
0032012-01-01SHIRLEY OBRIEN
0032011-01-01SHIRLEY OBRIEN
0032010-01-01SHIRLEY OBRIEN
0032009-01-01SHIRLEY OBRIEN

Plan Statistics for KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,658
Total number of active participants reported on line 7a of the Form 55002022-01-01651
Number of other retired or separated participants entitled to future benefits2022-01-011,046
Total of all active and inactive participants2022-01-011,697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0130
Total participants2022-01-011,727
Number of participants with account balances2022-01-011,703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,626
Total number of active participants reported on line 7a of the Form 55002021-01-01629
Number of other retired or separated participants entitled to future benefits2021-01-011,002
Total of all active and inactive participants2021-01-011,631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0127
Total participants2021-01-011,658
Number of participants with account balances2021-01-011,638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,484
Total number of active participants reported on line 7a of the Form 55002020-01-01624
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01991
Total of all active and inactive participants2020-01-011,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0111
Total participants2020-01-011,626
Number of participants with account balances2020-01-011,625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,464
Total number of active participants reported on line 7a of the Form 55002019-01-01557
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01918
Total of all active and inactive participants2019-01-011,475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-011,484
Number of participants with account balances2019-01-011,481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,444
Total number of active participants reported on line 7a of the Form 55002018-01-01561
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01896
Total of all active and inactive participants2018-01-011,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-011,464
Number of participants with account balances2018-01-011,461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,426
Total number of active participants reported on line 7a of the Form 55002017-01-01557
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01884
Total of all active and inactive participants2017-01-011,441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,444
Number of participants with account balances2017-01-011,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,431
Total number of active participants reported on line 7a of the Form 55002016-01-01529
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01891
Total of all active and inactive participants2016-01-011,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-011,426
Number of participants with account balances2016-01-011,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,413
Total number of active participants reported on line 7a of the Form 55002015-01-01555
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01872
Total of all active and inactive participants2015-01-011,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-011,431
Number of participants with account balances2015-01-011,414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,415
Total number of active participants reported on line 7a of the Form 55002014-01-01556
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01853
Total of all active and inactive participants2014-01-011,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,413
Number of participants with account balances2014-01-011,398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,375
Total number of active participants reported on line 7a of the Form 55002013-01-01568
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01842
Total of all active and inactive participants2013-01-011,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-011,415
Number of participants with account balances2013-01-011,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,374
Total number of active participants reported on line 7a of the Form 55002012-01-01725
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01647
Total of all active and inactive participants2012-01-011,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,375
Number of participants with account balances2012-01-011,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,356
Total number of active participants reported on line 7a of the Form 55002011-01-01756
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01615
Total of all active and inactive participants2011-01-011,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,374
Number of participants with account balances2011-01-011,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,325
Total number of active participants reported on line 7a of the Form 55002010-01-01764
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01590
Total of all active and inactive participants2010-01-011,354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-011,356
Number of participants with account balances2010-01-011,316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,336
Total number of active participants reported on line 7a of the Form 55002009-01-01734
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01588
Total of all active and inactive participants2009-01-011,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,325
Number of participants with account balances2009-01-011,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : KENYON COLLEGE DEFINED CONTRIBUTION 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$0
Total income from all sources (including contributions)2022-12-31$-23,314,790
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,788,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,671,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,290,951
Value of total assets at end of year2022-12-31$261,539,008
Value of total assets at beginning of year2022-12-31$298,642,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$116,829
Total interest from all sources2022-12-31$2,823,595
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,683,185
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$2,683,185
Administrative expenses professional fees incurred2022-12-31$18,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,151,900
Participant contributions at end of year2022-12-31$85,040
Participant contributions at beginning of year2022-12-31$95,513
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,936,058
Other income not declared elsewhere2022-12-31$184,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-37,103,070
Value of net assets at end of year (total assets less liabilities)2022-12-31$261,539,008
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$298,642,078
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$17,542
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$177,768,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$218,107,943
Value of interest in pooled separate accounts at end of year2022-12-31$13,003,983
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,624,029
Interest on participant loans2022-12-31$4,161
Interest earned on other investments2022-12-31$2,819,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$70,681,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$68,814,593
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,012,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-41,287,209
Net investment gain/loss from pooled separate accounts2022-12-31$989,730
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$4,202,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,659,271
Contract administrator fees2022-12-31$81,287
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 name2022-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2022-12-31340677006
2021 : KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,034,352
Total unrealized appreciation/depreciation of assets2021-12-31$2,034,352
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$45,041,794
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,567,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,409,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,066,501
Value of total assets at end of year2021-12-31$298,642,078
Value of total assets at beginning of year2021-12-31$267,167,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$157,793
Total interest from all sources2021-12-31$3,938,611
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$26,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,177,564
Participant contributions at end of year2021-12-31$95,513
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$864,529
Other income not declared elsewhere2021-12-31$210,872
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$31,474,308
Value of net assets at end of year (total assets less liabilities)2021-12-31$298,642,078
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$267,167,770
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$22,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$218,107,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$190,158,228
Value of interest in pooled separate accounts at end of year2021-12-31$11,624,029
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,930,027
Interest on participant loans2021-12-31$2,677
Interest earned on other investments2021-12-31$3,935,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$68,814,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$67,079,515
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,470,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$26,026,337
Net investment gain/loss from pooled separate accounts2021-12-31$1,765,121
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$6,024,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,939,045
Contract administrator fees2021-12-31$108,390
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 name2021-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2021-12-31340677006
2020 : KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,018,628
Total unrealized appreciation/depreciation of assets2020-12-31$2,018,628
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$36,999,856
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$17,427,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,305,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,641,346
Value of total assets at end of year2020-12-31$267,167,770
Value of total assets at beginning of year2020-12-31$247,595,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$122,255
Total interest from all sources2020-12-31$2,430,699
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,017,845
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,578,194
Other income not declared elsewhere2020-12-31$167,028
Administrative expenses (other) incurred2020-12-31$4,999
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$19,571,874
Value of net assets at end of year (total assets less liabilities)2020-12-31$267,167,770
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$247,595,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$28,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$190,158,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$171,442,318
Value of interest in pooled separate accounts at end of year2020-12-31$9,930,027
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,333,012
Interest earned on other investments2020-12-31$2,430,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$67,079,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$64,820,566
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,154,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$24,840,306
Net investment gain/loss from pooled separate accounts2020-12-31$-98,151
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$2,045,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,151,034
Contract administrator fees2020-12-31$88,796
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 name2020-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2020-12-31340677006
2019 : KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,503,461
Total unrealized appreciation/depreciation of assets2019-12-31$1,503,461
Total transfer of assets to this plan2019-12-31$66,548,598
Total transfer of assets to this plan2019-12-31$66,548,598
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$32,364,922
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,986,094
Total of all expenses incurred2019-12-31$7,986,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,903,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,903,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,662,770
Value of total assets at end of year2019-12-31$247,595,896
Value of total assets at beginning of year2019-12-31$156,668,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$82,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$82,439
Total interest from all sources2019-12-31$2,164,976
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$33,518
Administrative expenses professional fees incurred2019-12-31$33,518
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,928,045
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$103,772
Other income not declared elsewhere2019-12-31$133,203
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
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$24,378,828
Value of net income/loss2019-12-31$24,378,828
Value of net assets at end of year (total assets less liabilities)2019-12-31$247,595,896
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$156,668,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$171,442,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$100,165,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$100,165,054
Value of interest in pooled separate accounts at end of year2019-12-31$11,333,012
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,766,976
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,766,976
Interest earned on other investments2019-12-31$2,164,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$64,820,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$48,736,440
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$434,507
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$434,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,480,810
Net investment gain/loss from pooled separate accounts2019-12-31$419,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,630,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,469,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,469,148
Contract administrator fees2019-12-31$48,921
Contract administrator fees2019-12-31$48,921
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MALONEY & NOVOTNY, LLC
Accountancy firm name2019-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2019-12-31340677006
Accountancy firm EIN2019-12-31340677006
2018 : KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$1,478,319
Total unrealized appreciation/depreciation of assets2018-12-31$1,478,319
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$215,970
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,246,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,154,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,510,088
Value of total assets at end of year2018-12-31$156,668,470
Value of total assets at beginning of year2018-12-31$163,698,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$91,919
Total interest from all sources2018-12-31$2,444,919
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$35,665
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,877,247
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$95,184
Other income not declared elsewhere2018-12-31$137,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,030,319
Value of net assets at end of year (total assets less liabilities)2018-12-31$156,668,470
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$163,698,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$100,165,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$109,161,594
Value of interest in pooled separate accounts at end of year2018-12-31$7,766,976
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,581,094
Interest earned on other investments2018-12-31$2,444,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$48,736,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$46,956,101
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$786,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,721,160
Net investment gain/loss from pooled separate accounts2018-12-31$365,827
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$3,537,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,367,626
Contract administrator fees2018-12-31$56,254
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 name2018-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2018-12-31340677006
2017 : KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,425,237
Total unrealized appreciation/depreciation of assets2017-12-31$1,425,237
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$26,071,249
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,059,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,027,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,252,094
Value of total assets at end of year2017-12-31$163,698,789
Value of total assets at beginning of year2017-12-31$147,687,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,093
Total interest from all sources2017-12-31$2,447,153
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$32,093
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,824,917
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$6,317
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,699
Other income not declared elsewhere2017-12-31$17,081
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$16,011,626
Value of net assets at end of year (total assets less liabilities)2017-12-31$163,698,789
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$147,687,163
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$109,161,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$95,384,644
Value of interest in pooled separate accounts at end of year2017-12-31$7,581,094
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,770,089
Interest earned on other investments2017-12-31$2,447,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$46,956,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$44,514,111
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$509,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$16,596,185
Net investment gain/loss from pooled separate accounts2017-12-31$333,499
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$3,418,478
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$12,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,517,633
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 name2017-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2017-12-31340677006
2016 : KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,386,546
Total unrealized appreciation/depreciation of assets2016-12-31$1,386,546
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$15,213,190
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,542,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,505,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,854,381
Value of total assets at end of year2016-12-31$147,687,163
Value of total assets at beginning of year2016-12-31$138,016,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,311
Total interest from all sources2016-12-31$1,861,801
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$37,311
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,724,194
Participant contributions at end of year2016-12-31$6,317
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$870,436
Other income not declared elsewhere2016-12-31$24,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,670,783
Value of net assets at end of year (total assets less liabilities)2016-12-31$147,687,163
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$138,016,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$95,384,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$87,795,507
Value of interest in pooled separate accounts at end of year2016-12-31$7,770,089
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,103,307
Interest earned on other investments2016-12-31$1,861,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$44,514,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$43,117,566
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$639,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,707,556
Net investment gain/loss from pooled separate accounts2016-12-31$378,147
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$3,259,751
Employer contributions (assets) at end of year2016-12-31$12,002
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,865,941
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 name2016-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2016-12-31340677006
2015 : KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,348,085
Total unrealized appreciation/depreciation of assets2015-12-31$1,348,085
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,795,085
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,879,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,843,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,797,386
Value of total assets at end of year2015-12-31$138,016,380
Value of total assets at beginning of year2015-12-31$137,100,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,608
Total interest from all sources2015-12-31$1,915,053
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$35,608
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,662,503
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,158
Other income not declared elsewhere2015-12-31$52,552
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$915,889
Value of net assets at end of year (total assets less liabilities)2015-12-31$138,016,380
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$137,100,491
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$87,795,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$88,141,507
Value of interest in pooled separate accounts at end of year2015-12-31$7,103,307
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,539,348
Interest earned on other investments2015-12-31$1,915,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$43,117,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$42,419,636
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$236,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,852,828
Net investment gain/loss from pooled separate accounts2015-12-31$534,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,128,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,606,598
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 name2015-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2015-12-31340677006
2014 : KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,335,442
Total unrealized appreciation/depreciation of assets2014-12-31$1,335,442
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$12,548,214
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,501,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,501,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,710,537
Value of total assets at end of year2014-12-31$137,100,491
Value of total assets at beginning of year2014-12-31$131,054,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,820,491
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,616,975
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$58,223
Other income not declared elsewhere2014-12-31$24,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,046,246
Value of net assets at end of year (total assets less liabilities)2014-12-31$137,100,491
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$131,054,245
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$88,141,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$83,875,698
Value of interest in pooled separate accounts at end of year2014-12-31$6,539,348
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,737,645
Interest earned on other investments2014-12-31$1,820,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$42,419,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$41,440,902
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$540,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,950,959
Net investment gain/loss from pooled separate accounts2014-12-31$706,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,035,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,961,079
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 name2014-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2014-12-31340677006
2013 : KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,275,727
Total unrealized appreciation/depreciation of assets2013-12-31$1,275,727
Total transfer of assets to this plan2013-12-31$1,423,337
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$22,262,195
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,701,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,701,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,655,793
Value of total assets at end of year2013-12-31$131,054,245
Value of total assets at beginning of year2013-12-31$114,069,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,493,518
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,572,231
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$128,212
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$15,561,120
Value of net assets at end of year (total assets less liabilities)2013-12-31$131,054,245
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$114,069,788
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$83,875,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$69,352,064
Value of interest in pooled separate accounts at end of year2013-12-31$5,737,645
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,937,186
Interest earned on other investments2013-12-31$1,493,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$41,440,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$39,780,538
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$905,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,341,660
Net investment gain/loss from pooled separate accounts2013-12-31$495,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,955,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,795,104
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 name2013-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2013-12-31340677006
2012 : KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,220,737
Total unrealized appreciation/depreciation of assets2012-12-31$1,220,737
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$15,281,383
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,565,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,565,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,324,456
Value of total assets at end of year2012-12-31$114,069,788
Value of total assets at beginning of year2012-12-31$103,353,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$828,544
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$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$1,485,229
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$31,913
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$10,716,215
Value of net assets at end of year (total assets less liabilities)2012-12-31$114,069,788
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$103,353,573
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$69,352,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$60,628,481
Value of interest in pooled separate accounts at end of year2012-12-31$4,937,186
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,441,907
Interest earned on other investments2012-12-31$828,544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$39,780,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$38,283,185
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$157,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,455,227
Net investment gain/loss from pooled separate accounts2012-12-31$452,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,807,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,407,500
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 name2012-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2012-12-31340677006
2011 : KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,202,357
Total unrealized appreciation/depreciation of assets2011-12-31$1,202,357
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,762,973
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,617,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,617,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,197,565
Value of total assets at end of year2011-12-31$103,353,573
Value of total assets at beginning of year2011-12-31$103,208,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$574,126
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,490,673
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$145,354
Value of net assets at end of year (total assets less liabilities)2011-12-31$103,353,573
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$103,208,219
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$60,628,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$61,270,697
Value of interest in pooled separate accounts at end of year2011-12-31$4,441,907
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,764,908
Interest earned on other investments2011-12-31$574,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$38,283,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$38,172,614
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$411,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,713,407
Net investment gain/loss from pooled separate accounts2011-12-31$502,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,706,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,206,206
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2011-12-31340677006
2010 : KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,174,826
Total unrealized appreciation/depreciation of assets2010-12-31$1,174,826
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$13,209,237
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,261,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,261,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,065,653
Value of total assets at end of year2010-12-31$103,208,219
Value of total assets at beginning of year2010-12-31$95,260,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$405,298
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,463,661
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$7,948,153
Value of net assets at end of year (total assets less liabilities)2010-12-31$103,208,219
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$95,260,066
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$61,270,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$55,335,665
Value of interest in pooled separate accounts at end of year2010-12-31$3,764,908
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,211,502
Interest earned on other investments2010-12-31$405,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$38,172,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$37,712,899
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$209,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,145,856
Net investment gain/loss from pooled separate accounts2010-12-31$417,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,601,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,051,566
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2010-12-31340677006
2009 : KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

2022: KENYON COLLEGE DEFINED CONTRIBUTION 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: KENYON COLLEGE DEFINED CONTRIBUTION 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: KENYON COLLEGE DEFINED CONTRIBUTION 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: KENYON COLLEGE DEFINED CONTRIBUTION 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: KENYON COLLEGE DEFINED CONTRIBUTION 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: KENYON COLLEGE DEFINED CONTRIBUTION 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: KENYON COLLEGE DEFINED CONTRIBUTION 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: KENYON COLLEGE DEFINED CONTRIBUTION 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: KENYON COLLEGE DEFINED CONTRIBUTION 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: KENYON COLLEGE DEFINED CONTRIBUTION 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: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KENYON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150266
Policy instance 1
Insurance contract or identification number150266
Number of Individuals Covered1703
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 number150266
Policy instance 1
Insurance contract or identification number150266
Number of Individuals Covered1638
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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5193
Policy instance 2
Insurance contract or identification numberVF5193
Number of Individuals Covered1
Insurance policy start date2020-12-31
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150266
Policy instance 1
Insurance contract or identification number150266
Number of Individuals Covered1625
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5193
Policy instance 4
Insurance contract or identification numberVF5193
Number of Individuals Covered1
Insurance policy start date2019-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150272
Policy instance 3
Insurance contract or identification number150272
Number of Individuals Covered596
Insurance policy start date2019-12-31
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 number150267
Policy instance 2
Insurance contract or identification number150267
Number of Individuals Covered121
Insurance policy start date2019-12-31
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 number150266
Policy instance 1
Insurance contract or identification number150266
Number of Individuals Covered1481
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 number150266
Policy instance 1
Insurance contract or identification number150266
Number of Individuals Covered1461
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 number150266
Policy instance 1
Insurance contract or identification number150266
Number of Individuals Covered1443
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 number150266
Policy instance 1
Insurance contract or identification number150266
Number of Individuals Covered1414
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 number150266
Policy instance 1
Insurance contract or identification number150266
Number of Individuals Covered1413
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 number150266
Policy instance 1
Insurance contract or identification number150266
Number of Individuals Covered1415
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 number150266
Policy instance 1
Insurance contract or identification number150266
Number of Individuals Covered1375
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150266
Policy instance 1
Insurance contract or identification number150266
Number of Individuals Covered1374
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150266
Policy instance 1
Insurance contract or identification number150266
Number of Individuals Covered1356
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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