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KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameKALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

KALAMAZOO 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:KALAMAZOO COLLEGE
Employer identification number (EIN):381358014
NAIC Classification:611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01LISA VANDEWEERT2022-10-17
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES E. PRINCE JAMES E. PRINCE2018-07-28
0012016-01-01JAMES E. PRINCE
0012015-01-01JAMES E. PRINCE
0012014-01-01JAMES E. PRINCE
0012013-01-01JAMES E. PRINCE
0012012-01-01JAMES E. PRINCE
0012011-01-01JAMES E. PRINCE
0012010-01-01JAMES E. PRINCE JAMES E. PRINCE2011-10-13
0012009-01-01JAMES E. PRINCE JAMES E. PRINCE2010-10-15

Plan Statistics for KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

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

Measure Date Value
2022: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01931
Total number of active participants reported on line 7a of the Form 55002022-01-01364
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01569
Total of all active and inactive participants2022-01-01933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01935
Number of participants with account balances2022-01-01922
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01916
Total number of active participants reported on line 7a of the Form 55002021-01-01364
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01566
Total of all active and inactive participants2021-01-01930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01932
Number of participants with account balances2021-01-01920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01930
Total number of active participants reported on line 7a of the Form 55002020-01-01403
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01511
Total of all active and inactive participants2020-01-01914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01917
Number of participants with account balances2020-01-01905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01915
Total number of active participants reported on line 7a of the Form 55002019-01-01411
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01518
Total of all active and inactive participants2019-01-01929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01932
Number of participants with account balances2019-01-01921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01883
Total number of active participants reported on line 7a of the Form 55002018-01-01431
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01481
Total of all active and inactive participants2018-01-01912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01914
Number of participants with account balances2018-01-01903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01874
Total number of active participants reported on line 7a of the Form 55002017-01-01396
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01499
Total of all active and inactive participants2017-01-01895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01897
Number of participants with account balances2017-01-01871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01855
Total number of active participants reported on line 7a of the Form 55002016-01-01370
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01509
Total of all active and inactive participants2016-01-01879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01881
Number of participants with account balances2016-01-01869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01796
Total number of active participants reported on line 7a of the Form 55002015-01-01338
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01463
Total of all active and inactive participants2015-01-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01804
Number of participants with account balances2015-01-01797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01789
Total number of active participants reported on line 7a of the Form 55002014-01-01332
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01465
Total of all active and inactive participants2014-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01798
Number of participants with account balances2014-01-01791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01810
Total number of active participants reported on line 7a of the Form 55002013-01-01345
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01456
Total of all active and inactive participants2013-01-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01805
Number of participants with account balances2013-01-01780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01805
Total number of active participants reported on line 7a of the Form 55002012-01-01373
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01436
Total of all active and inactive participants2012-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01810
Number of participants with account balances2012-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01781
Total number of active participants reported on line 7a of the Form 55002011-01-01368
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01434
Total of all active and inactive participants2011-01-01802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01805
Number of participants with account balances2011-01-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01778
Total number of active participants reported on line 7a of the Form 55002010-01-01369
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01410
Total of all active and inactive participants2010-01-01779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01783
Number of participants with account balances2010-01-01743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01779
Total number of active participants reported on line 7a of the Form 55002009-01-01334
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01429
Total of all active and inactive participants2009-01-01763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01765
Number of participants with account balances2009-01-01746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : KALAMAZOO 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$0
Total income from all sources (including contributions)2022-12-31$-9,386,666
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,150,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,061,300
Expenses. Certain deemed distributions of participant loans2022-12-31$17,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,276,680
Value of total assets at end of year2022-12-31$114,511,444
Value of total assets at beginning of year2022-12-31$132,048,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$71,758
Total interest from all sources2022-12-31$1,487,227
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,056,497
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$2,056,497
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$1,782,568
Participant contributions at end of year2022-12-31$100,519
Participant contributions at beginning of year2022-12-31$104,378
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,012,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$81,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-17,537,074
Value of net assets at end of year (total assets less liabilities)2022-12-31$114,511,444
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$132,048,518
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$36,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$70,494,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$88,400,358
Value of interest in pooled separate accounts at end of year2022-12-31$6,353,255
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,046,565
Interest on participant loans2022-12-31$5,116
Interest earned on other investments2022-12-31$1,482,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$37,563,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$37,497,217
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$63,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,802,390
Net investment gain/loss from pooled separate accounts2022-12-31$514,117
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$1,481,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,997,795
Contract administrator fees2022-12-31$35,758
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 name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,000
Total income from all sources (including contributions)2021-12-31$17,412,815
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,363,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,286,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,331,564
Value of total assets at end of year2021-12-31$132,048,518
Value of total assets at beginning of year2021-12-31$124,007,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,567
Total interest from all sources2021-12-31$1,274,858
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,281,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,281,115
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$1,787,350
Participant contributions at end of year2021-12-31$104,378
Participant contributions at beginning of year2021-12-31$16,362
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,010,799
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$9,000
Other income not declared elsewhere2021-12-31$63,959
Administrative expenses (other) incurred2021-12-31$1,366
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$8,049,720
Value of net assets at end of year (total assets less liabilities)2021-12-31$132,048,518
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$123,998,798
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$36,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$88,400,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$81,795,805
Value of interest in pooled separate accounts at end of year2021-12-31$6,046,565
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,004,659
Interest on participant loans2021-12-31$2,401
Interest earned on other investments2021-12-31$1,272,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$37,497,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$37,190,972
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$259,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,550,496
Net investment gain/loss from pooled separate accounts2021-12-31$910,823
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$533,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,026,653
Contract administrator fees2021-12-31$39,201
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 name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,000
Total income from all sources (including contributions)2020-12-31$15,285,035
Total of all expenses incurred2020-12-31$7,150,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,094,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,846,706
Value of total assets at end of year2020-12-31$124,007,798
Value of total assets at beginning of year2020-12-31$115,873,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$55,507
Total interest from all sources2020-12-31$1,400,041
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,101,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,101,286
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,710,594
Participant contributions at end of year2020-12-31$16,362
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$168,515
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$9,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$9,000
Other income not declared elsewhere2020-12-31$67,242
Administrative expenses (other) incurred2020-12-31$2,513
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$8,134,616
Value of net assets at end of year (total assets less liabilities)2020-12-31$123,998,798
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$115,864,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$81,795,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$74,551,099
Value of interest in pooled separate accounts at end of year2020-12-31$5,004,659
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,376,857
Interest on participant loans2020-12-31$60
Interest earned on other investments2020-12-31$1,399,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$37,190,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$35,945,226
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$492,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,913,328
Net investment gain/loss from pooled separate accounts2020-12-31$-43,568
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$967,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,601,970
Contract administrator fees2020-12-31$52,994
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 name2020-12-31JANSEN VALK THOMPSON REAHM PC
Accountancy firm EIN2020-12-31383186775
2019 : KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,000
Total income from all sources (including contributions)2019-12-31$20,621,909
Total of all expenses incurred2019-12-31$10,386,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,350,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,768,228
Value of total assets at end of year2019-12-31$115,873,182
Value of total assets at beginning of year2019-12-31$105,637,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,000
Total interest from all sources2019-12-31$1,399,780
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,736,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,736,731
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,616,932
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$236,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$9,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$9,000
Other income not declared elsewhere2019-12-31$65,483
Administrative expenses (other) incurred2019-12-31$36,000
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$10,235,256
Value of net assets at end of year (total assets less liabilities)2019-12-31$115,864,182
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$105,628,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$74,551,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$64,877,317
Value of interest in pooled separate accounts at end of year2019-12-31$5,376,857
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,652,839
Interest earned on other investments2019-12-31$1,399,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$35,945,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$36,107,770
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,213,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,384,241
Net investment gain/loss from pooled separate accounts2019-12-31$267,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,914,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,137,426
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JANSEN VALK THOMPSON REAHM PC
Accountancy firm EIN2019-12-31383186775
2018 : KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,000
Total income from all sources (including contributions)2018-12-31$99,983
Total of all expenses incurred2018-12-31$6,813,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,777,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,865,368
Value of total assets at end of year2018-12-31$105,637,926
Value of total assets at beginning of year2018-12-31$112,351,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,000
Total interest from all sources2018-12-31$1,497,461
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,865,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,865,589
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,533,619
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$373,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$9,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$9,000
Other income not declared elsewhere2018-12-31$66,685
Administrative expenses (other) incurred2018-12-31$36,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,713,510
Value of net assets at end of year (total assets less liabilities)2018-12-31$105,628,926
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$112,342,436
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$64,877,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$70,965,715
Value of interest in pooled separate accounts at end of year2018-12-31$4,652,839
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,373,381
Interest earned on other investments2018-12-31$1,497,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$36,107,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$37,012,340
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,151,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,404,847
Net investment gain/loss from pooled separate accounts2018-12-31$209,727
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$1,958,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,625,578
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 name2018-12-31JANSEN VALK THOMPSON REAHM PC
Accountancy firm EIN2018-12-31383186775
2017 : KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,000
Total income from all sources (including contributions)2017-12-31$16,960,309
Total of all expenses incurred2017-12-31$6,887,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,847,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,763,294
Value of total assets at end of year2017-12-31$112,351,436
Value of total assets at beginning of year2017-12-31$102,269,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,913
Total interest from all sources2017-12-31$1,473,483
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,282,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,282,894
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,580,678
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$223,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$9,000
Other income not declared elsewhere2017-12-31$25,584
Administrative expenses (other) incurred2017-12-31$39,913
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$10,072,931
Value of net assets at end of year (total assets less liabilities)2017-12-31$112,342,436
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$102,269,505
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$70,965,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$60,683,214
Value of interest in pooled separate accounts at end of year2017-12-31$4,373,381
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,253,365
Interest earned on other investments2017-12-31$1,473,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$37,012,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$37,332,926
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,320,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,229,114
Net investment gain/loss from pooled separate accounts2017-12-31$185,940
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$1,959,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,526,473
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 name2017-12-31JANSEN VALK THOMPSON REAHM PC
Accountancy firm EIN2017-12-31383186775
2016 : KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$10,421,294
Total of all expenses incurred2016-12-31$10,090,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,090,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,031,640
Value of total assets at end of year2016-12-31$102,269,505
Value of total assets at beginning of year2016-12-31$101,938,694
Total interest from all sources2016-12-31$1,611,342
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$692,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$692,519
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,606,384
Participant contributions at beginning of year2016-12-31$121,299
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$502,939
Other income not declared elsewhere2016-12-31$24,425
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$330,811
Value of net assets at end of year (total assets less liabilities)2016-12-31$102,269,505
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$101,938,694
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$60,683,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$60,421,598
Value of interest in pooled separate accounts at end of year2016-12-31$4,253,365
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,594,871
Interest earned on other investments2016-12-31$1,611,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$37,332,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$36,662,263
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$166,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,835,057
Net investment gain/loss from pooled separate accounts2016-12-31$226,311
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$1,922,317
Employer contributions (assets) at beginning of year2016-12-31$138,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,924,173
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 name2016-12-31JANSEN VALK THOMPSON REAHM PC
Accountancy firm EIN2016-12-31383186775
2015 : KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$15,253,051
Total income from all sources (including contributions)2015-12-31$4,332,890
Total of all expenses incurred2015-12-31$6,337,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,337,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,948,205
Value of total assets at end of year2015-12-31$101,938,694
Value of total assets at beginning of year2015-12-31$88,690,315
Total interest from all sources2015-12-31$1,277,312
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$936,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$936,623
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$896,210
Participant contributions at end of year2015-12-31$121,299
Participant contributions at beginning of year2015-12-31$59,854
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$173,157
Other income not declared elsewhere2015-12-31$38,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,004,672
Value of net assets at end of year (total assets less liabilities)2015-12-31$101,938,694
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$88,690,315
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$60,421,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$55,173,937
Value of interest in pooled separate accounts at end of year2015-12-31$4,594,871
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,218,692
Interest earned on other investments2015-12-31$1,277,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$36,662,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$30,114,732
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$300,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,135,730
Net investment gain/loss from pooled separate accounts2015-12-31$267,945
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$1,878,838
Employer contributions (assets) at end of year2015-12-31$138,663
Employer contributions (assets) at beginning of year2015-12-31$123,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,037,076
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 name2015-12-31JANSEN VALK THOMPSON REAHM PC
Accountancy firm EIN2015-12-31383186775
2014 : KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$8,155,186
Total of all expenses incurred2014-12-31$5,568,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,568,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,047,808
Value of total assets at end of year2014-12-31$88,690,315
Value of total assets at beginning of year2014-12-31$86,103,926
Total interest from all sources2014-12-31$1,296,915
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$890,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$890,970
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$853,933
Participant contributions at end of year2014-12-31$59,854
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$476,971
Other income not declared elsewhere2014-12-31$55,243
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$2,586,389
Value of net assets at end of year (total assets less liabilities)2014-12-31$88,690,315
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$86,103,926
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$55,173,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$53,514,732
Value of interest in pooled separate accounts at end of year2014-12-31$3,218,692
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,356,896
Interest earned on other investments2014-12-31$1,296,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$30,114,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$30,232,298
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$61,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,533,284
Net investment gain/loss from pooled separate accounts2014-12-31$330,966
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$1,716,904
Employer contributions (assets) at end of year2014-12-31$123,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,507,134
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 name2014-12-31JANSEN VALK THOMPSON REAHM PC
Accountancy firm EIN2014-12-31383186775
2013 : KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$13,759,397
Total of all expenses incurred2013-12-31$4,539,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,538,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,642,436
Value of total assets at end of year2013-12-31$86,103,926
Value of total assets at beginning of year2013-12-31$76,883,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$148
Total interest from all sources2013-12-31$1,256,185
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$723,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$723,633
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$813,253
Participant contributions at beginning of year2013-12-31$55,634
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$81,872
Administrative expenses (other) incurred2013-12-31$148
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$9,220,255
Value of net assets at end of year (total assets less liabilities)2013-12-31$86,103,926
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$76,883,671
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$53,514,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$45,011,942
Value of interest in pooled separate accounts at end of year2013-12-31$2,356,896
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,108,276
Interest earned on other investments2013-12-31$1,256,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$30,232,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$29,592,376
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$271,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,934,152
Net investment gain/loss from pooled separate accounts2013-12-31$202,991
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$1,747,311
Employer contributions (assets) at beginning of year2013-12-31$115,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,267,722
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 name2013-12-31JANSEN VALK THOMPSON REAHM PC
Accountancy firm EIN2013-12-31383186775
2012 : KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$9,665,904
Total of all expenses incurred2012-12-31$5,846,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,846,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,519,081
Value of total assets at end of year2012-12-31$76,883,671
Value of total assets at beginning of year2012-12-31$73,063,783
Total interest from all sources2012-12-31$1,198,779
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$341,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$341,133
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$775,685
Participant contributions at end of year2012-12-31$55,634
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$70,589
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$3,819,888
Value of net assets at end of year (total assets less liabilities)2012-12-31$76,883,671
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$73,063,783
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$45,011,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$41,478,784
Value of interest in pooled separate accounts at end of year2012-12-31$2,108,276
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,971,310
Interest earned on other investments2012-12-31$1,198,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$29,592,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$29,613,689
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$25,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,413,647
Net investment gain/loss from pooled separate accounts2012-12-31$193,264
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$1,672,807
Employer contributions (assets) at end of year2012-12-31$115,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,820,097
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 name2012-12-31JANSEN VALK THOMPSON REAHM PC
Accountancy firm EIN2012-12-31383186775
2011 : KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,959,112
Total of all expenses incurred2011-12-31$4,266,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,266,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,394,184
Value of total assets at end of year2011-12-31$73,063,783
Value of total assets at beginning of year2011-12-31$74,370,864
Total interest from all sources2011-12-31$1,204,493
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$214,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$214,030
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$759,500
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$19,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,307,081
Value of net assets at end of year (total assets less liabilities)2011-12-31$73,063,783
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$74,370,864
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$41,478,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$43,122,453
Value of interest in pooled separate accounts at end of year2011-12-31$1,971,310
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,561,569
Interest earned on other investments2011-12-31$1,204,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$29,613,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$29,686,842
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$688,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,065,116
Net investment gain/loss from pooled separate accounts2011-12-31$211,521
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$1,615,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,577,793
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 name2011-12-31JANSEN VALK THOMPSON REAHM PC
Accountancy firm EIN2011-12-31383186775
2010 : KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$8,562,893
Total of all expenses incurred2010-12-31$4,445,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,444,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,229,701
Value of total assets at end of year2010-12-31$74,370,864
Value of total assets at beginning of year2010-12-31$70,253,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$444
Total interest from all sources2010-12-31$210,339
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$93,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$93,985
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$712,448
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$47,157
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$17,936
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$4,117,698
Value of net assets at end of year (total assets less liabilities)2010-12-31$74,370,864
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$70,253,166
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$43,122,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$39,736,781
Value of interest in pooled separate accounts at end of year2010-12-31$1,561,569
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,113,677
Interest earned on other investments2010-12-31$210,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$29,686,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$29,257,997
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$414,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,861,680
Net investment gain/loss from pooled separate accounts2010-12-31$167,188
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$1,499,317
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$97,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,030,402
Contract administrator fees2010-12-31$444
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31JANSEN VALK THOMPSON REAHM PC
Accountancy firm EIN2010-12-31383186775
2009 : KALAMAZOO 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 KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

2022: KALAMAZOO 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: KALAMAZOO 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: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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: KALAMAZOO 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 number407849
Policy instance 1
Insurance contract or identification number407849
Number of Individuals Covered637
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 number407849
Policy instance 1
Insurance contract or identification number407849
Number of Individuals Covered644
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407849
Policy instance 1
Insurance contract or identification number407849
Number of Individuals Covered652
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101754
Policy instance 1
Insurance contract or identification number101754
Number of Individuals Covered669
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101755
Policy instance 2
Insurance contract or identification number101755
Number of Individuals Covered205
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101754
Policy instance 1
Insurance contract or identification number101754
Number of Individuals Covered643
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101754
Policy instance 1
Insurance contract or identification number101754
Number of Individuals Covered665
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101754
Policy instance 1
Insurance contract or identification number101754
Number of Individuals Covered679
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101754
Policy instance 1
Insurance contract or identification number101754
Number of Individuals Covered693
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101754
Policy instance 1
Insurance contract or identification number101754
Number of Individuals Covered768
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101754
Policy instance 1
Insurance contract or identification number101754
Number of Individuals Covered767
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101754
Policy instance 1
Insurance contract or identification number101754
Number of Individuals Covered745
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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