401k Plan data: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE plan

EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 401k Plan overview

Plan Name	EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE
Plan identification number	513

EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE Benefits

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

401k Sponsoring company profile

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

Company Name: ST OLAF COLLEGE

Employer identification number (EIN): 410693979

NAIC Classification: 611000

Additional information about ST OLAF COLLEGE

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5309830

More information about ST OLAF COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
513 2022-01-01
513 2021-01-01
513 2020-01-01
513 2019-01-01
513 2018-09-01
513 2018-01-01
513 2017-01-01 NATHAN ENGLE
513 2016-01-01 NATHAN ENGLE
513 2015-01-01 NATHAN ENGLE
513 2014-01-01 NATHAN ENGLE
513 2013-01-01 ANGELA MATHEWS
513 2012-01-01 ANGELA MATHEWS
513 2011-01-01 ANGELA MATHEWS
513 2010-01-01 ANGELA MATHEWS
513 2009-01-01 ALAN NORTON

Plan Statistics for EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE

401k plan membership statisitcs for EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE

Measure Date Value
2022: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,001
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 582
Number of retired or separated participants receiving benefits 2022-01-01 462
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1,044
2021: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2021 401k membership
Total participants, beginning-of-year 2021-01-01 969
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 555
Number of retired or separated participants receiving benefits 2021-01-01 446
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1,001
2020: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,006
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 585
Number of retired or separated participants receiving benefits 2020-01-01 384
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 969
2019: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2019 401k membership
Total participants, beginning-of-year 2019-01-01 996
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 605
Number of retired or separated participants receiving benefits 2019-01-01 401
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1,006
2018: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2018 401k membership
Total participants, beginning-of-year 2018-09-01 211
Total of all active and inactive participants 2018-09-01 0
Total participants 2018-09-01 0
Total participants, beginning-of-year 2018-01-01 968
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 616
Number of retired or separated participants receiving benefits 2018-01-01 380
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 996
2017: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2017 401k membership
Total participants, beginning-of-year 2017-01-01 957
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 623
Number of retired or separated participants receiving benefits 2017-01-01 345
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 968
2016: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2016 401k membership
Total participants, beginning-of-year 2016-01-01 932
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 656
Number of retired or separated participants receiving benefits 2016-01-01 301
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 957
2015: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2015 401k membership
Total participants, beginning-of-year 2015-01-01 927
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 661
Number of retired or separated participants receiving benefits 2015-01-01 271
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 932
2014: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2014 401k membership
Total participants, beginning-of-year 2014-01-01 991
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 675
Number of retired or separated participants receiving benefits 2014-01-01 252
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 927
2013: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,002
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 766
Number of retired or separated participants receiving benefits 2013-01-01 225
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 991
2012: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2012 401k membership
Total participants, beginning-of-year 2012-01-01 913
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 795
Number of retired or separated participants receiving benefits 2012-01-01 207
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1,002
2011: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2011 401k membership
Total participants, beginning-of-year 2011-01-01 890
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 592
Number of retired or separated participants receiving benefits 2011-01-01 311
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 903
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2010 401k membership
Total participants, beginning-of-year 2010-01-01 870
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 595
Number of retired or separated participants receiving benefits 2010-01-01 295
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 890
Number of participants with account balances 2010-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2009 401k membership
Total participants, beginning-of-year 2009-01-01 840
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 589
Number of retired or separated participants receiving benefits 2009-01-01 281
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 870
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,001
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	582
Number of retired or separated participants receiving benefits	2022-01-01	462
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1,044
2021: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2021 401k membership
Total participants, beginning-of-year	2021-01-01	969
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	555
Number of retired or separated participants receiving benefits	2021-01-01	446
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1,001
2020: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,006
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	585
Number of retired or separated participants receiving benefits	2020-01-01	384
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	969
2019: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2019 401k membership
Total participants, beginning-of-year	2019-01-01	996
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	605
Number of retired or separated participants receiving benefits	2019-01-01	401
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1,006
2018: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2018 401k membership
Total participants, beginning-of-year	2018-09-01	211
Total of all active and inactive participants	2018-09-01	0
Total participants	2018-09-01	0
Total participants, beginning-of-year	2018-01-01	968
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	616
Number of retired or separated participants receiving benefits	2018-01-01	380
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	996
2017: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2017 401k membership
Total participants, beginning-of-year	2017-01-01	957
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	623
Number of retired or separated participants receiving benefits	2017-01-01	345
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	968
2016: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2016 401k membership
Total participants, beginning-of-year	2016-01-01	932
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	656
Number of retired or separated participants receiving benefits	2016-01-01	301
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	957
2015: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2015 401k membership
Total participants, beginning-of-year	2015-01-01	927
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	661
Number of retired or separated participants receiving benefits	2015-01-01	271
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	932
2014: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2014 401k membership
Total participants, beginning-of-year	2014-01-01	991
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	675
Number of retired or separated participants receiving benefits	2014-01-01	252
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	927
2013: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,002
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	766
Number of retired or separated participants receiving benefits	2013-01-01	225
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	991
2012: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2012 401k membership
Total participants, beginning-of-year	2012-01-01	913
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	795
Number of retired or separated participants receiving benefits	2012-01-01	207
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1,002
2011: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2011 401k membership
Total participants, beginning-of-year	2011-01-01	890
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	592
Number of retired or separated participants receiving benefits	2011-01-01	311
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	903
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2010 401k membership
Total participants, beginning-of-year	2010-01-01	870
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	595
Number of retired or separated participants receiving benefits	2010-01-01	295
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	890
Number of participants with account balances	2010-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2009 401k membership
Total participants, beginning-of-year	2009-01-01	840
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	589
Number of retired or separated participants receiving benefits	2009-01-01	281
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	870
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE

Measure	Date	Value
2022 : EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,323,548
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,081,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$994,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$971,774
Value of total assets at end of year	2022-12-31	$13,216,516
Value of total assets at beginning of year	2022-12-31	$15,621,298
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$87,014
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$346,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$346,487
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$396,377
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,404,782
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,216,516
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,621,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$12,610,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,104,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$606,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$516,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$516,468
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$593,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,641,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$575,397
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$400,245
Contract administrator fees	2022-12-31	$87,014
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$1,121
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	$2,427,994
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$986,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$903,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,070,850
Value of total assets at end of year	2021-12-31	$15,621,298
Value of total assets at beginning of year	2021-12-31	$14,178,870
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$83,060
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$560,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$560,188
Administrative expenses professional fees incurred	2021-12-31	$83,060
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$353,501
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$2,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,441,307
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,621,298
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,178,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,104,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,641,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$516,468
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$534,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$534,917
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$547,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$796,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$717,349
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$356,203
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,633,897
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$943,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$861,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$969,413
Value of total assets at end of year	2020-12-31	$14,178,870
Value of total assets at beginning of year	2020-12-31	$12,488,702
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$82,718
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$272,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$272,017
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$302,683
Participant contributions at end of year	2020-12-31	$2,610
Participant contributions at beginning of year	2020-12-31	$37,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,690,168
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,178,870
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,488,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$13,641,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,016,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$534,917
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$433,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$433,072
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$506,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,392,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$666,730
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$2,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$354,407
Contract administrator fees	2020-12-31	$82,718
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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	$3,006,045
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$921,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$840,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,087,457
Value of total assets at end of year	2019-12-31	$12,488,702
Value of total assets at beginning of year	2019-12-31	$10,404,261
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$81,590
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$253,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$253,043
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$326,698
Participant contributions at end of year	2019-12-31	$37,180
Participant contributions at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,084,441
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,488,702
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,404,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,016,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,095,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$433,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$309,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$309,057
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$497,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,665,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$760,759
Employer contributions (assets) at end of year	2019-12-31	$2,230
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$342,165
Contract administrator fees	2019-12-31	$81,590
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2019-12-31	390859910
2018 : EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$407,506
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$907,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$827,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,054,960
Value of total assets at end of year	2018-12-31	$10,404,261
Value of total assets at beginning of year	2018-12-31	$10,903,809
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$79,786
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$613,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$613,899
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$330,177
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$1,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-499,548
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,404,261
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,903,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,095,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,456,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$309,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$408,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$408,711
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$486,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,261,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$724,783
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$36,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$341,049
Contract administrator fees	2018-12-31	$79,786
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2018-12-31	390859910
2017 : EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$1,467
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	$2,497,179
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$781,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$702,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,058,677
Value of total assets at end of year	2017-12-31	$10,903,809
Value of total assets at beginning of year	2017-12-31	$9,186,515
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$79,016
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$449,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$449,445
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$321,818
Participant contributions at end of year	2017-12-31	$1,700
Participant contributions at beginning of year	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$79,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,715,827
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,903,809
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,186,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,456,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,796,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$408,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$390,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$390,286
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$475,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$989,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$736,859
Employer contributions (assets) at end of year	2017-12-31	$36,660
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$226,686
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2017-12-31	390859910
2016 : EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,696,730
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$802,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$713,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,165,098
Value of total assets at end of year	2016-12-31	$9,186,515
Value of total assets at beginning of year	2016-12-31	$8,292,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$89,295
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$406,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$406,942
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$309,876
Administrative expenses (other) incurred	2016-12-31	$89,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$894,177
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,186,515
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,292,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,796,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,968,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$390,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$323,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$323,468
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$477,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$124,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$855,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$235,375
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2016-12-31	390859910
2015 : EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,072,302
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$814,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$715,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,071,676
Value of total assets at end of year	2015-12-31	$8,292,338
Value of total assets at beginning of year	2015-12-31	$8,034,506
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$98,685
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$474,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$474,838
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$268,015
Administrative expenses (other) incurred	2015-12-31	$98,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$257,832
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,292,338
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,034,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,968,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,672,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$323,468
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$361,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$361,802
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$477,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-474,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$803,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$238,508
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2015-12-31	390859910
2014 : EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,466,677
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$726,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$630,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,145,973
Value of total assets at end of year	2014-12-31	$8,034,506
Value of total assets at beginning of year	2014-12-31	$7,294,558
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$95,925
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$429,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$429,533
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$266,488
Administrative expenses (other) incurred	2014-12-31	$95,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$739,948
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,034,506
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,294,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,672,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,978,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$361,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$315,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$315,879
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$494,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-108,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$879,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$136,242
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2014-12-31	390859910
2013 : EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,100,661
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$696,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$604,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,168,740
Value of total assets at end of year	2013-12-31	$7,294,558
Value of total assets at beginning of year	2013-12-31	$5,890,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$91,567
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$348,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$348,255
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$264,727
Administrative expenses (other) incurred	2013-12-31	$91,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,404,305
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,294,558
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,890,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,978,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,496,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$315,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$394,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$394,112
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$462,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$583,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$904,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$142,235
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2013-12-31	390859910
2012 : EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$25,974
Total income from all sources (including contributions)	2012-12-31	$1,902,690
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$655,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$563,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,263,999
Value of total assets at end of year	2012-12-31	$5,890,253
Value of total assets at beginning of year	2012-12-31	$4,669,489
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$92,880
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$203,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$203,134
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$301,622
Administrative expenses (other) incurred	2012-12-31	$92,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,246,738
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,890,253
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,643,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,496,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,357,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$394,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$312,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$312,386
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$435,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$435,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$962,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$127,370
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$25,974
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2012-12-31	390859910
2011 : EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$25,974
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	$1,207,314
Total of all expenses incurred	2011-12-31	$611,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$520,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,272,697
Value of total assets at end of year	2011-12-31	$4,669,489
Value of total assets at beginning of year	2011-12-31	$4,047,866
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$90,734
Total interest from all sources	2011-12-31	$30
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$148,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$148,817
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$274,069
Administrative expenses (other) incurred	2011-12-31	$90,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$595,649
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,643,515
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,047,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,357,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,704,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$312,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$342,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$342,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$30
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$430,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-214,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$998,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$90,661
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$25,974
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2011-12-31	390859910
2010 : EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,697,561
Total of all expenses incurred	2010-12-31	$596,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$523,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,308,002
Value of total assets at end of year	2010-12-31	$4,047,866
Value of total assets at beginning of year	2010-12-31	$2,946,704
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$72,710
Total interest from all sources	2010-12-31	$55
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$91,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$91,373
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$283,196
Administrative expenses (other) incurred	2010-12-31	$72,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,101,162
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,047,866
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,946,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,704,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,692,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$342,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$254,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$254,434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$55
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$457,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$298,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,024,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$66,482
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2010-12-31	390859910

Form 5500 Responses for EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE

2022: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	First time form 5500 has been submitted	Yes
2018-09-01	Submission has been amended	No
2018-09-01	This submission is the final filing	Yes
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HEALTHPARTNERS INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 44547 )

Policy contract number

19946

Policy instance

Insurance contract or identification number	19946
Number of Individuals Covered	191
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $597,666
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 )

Policy contract number

19946

Policy instance

Insurance contract or identification number	19946
Number of Individuals Covered	45
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $33,847
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	14
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $38,957
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

82036382038637

Policy instance

Insurance contract or identification number	82036382038637
Number of Individuals Covered	8
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $4,237
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

82036382038637

Policy instance

Insurance contract or identification number	82036382038637
Number of Individuals Covered	9
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $5,954
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	17
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $37,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 )

Policy contract number

19946

Policy instance

Insurance contract or identification number	19946
Number of Individuals Covered	45
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $32,432
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )

Policy contract number

19946

Policy instance

Insurance contract or identification number	19946
Number of Individuals Covered	184
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $501,446
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )

Policy contract number

19946

Policy instance

Insurance contract or identification number	19946
Number of Individuals Covered	173
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $459,191
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 )

Policy contract number

19946

Policy instance

Insurance contract or identification number	19946
Number of Individuals Covered	39
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $24,904
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	17
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $43,272
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

82036382038637

Policy instance

Insurance contract or identification number	82036382038637
Number of Individuals Covered	9
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $5,954
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

82036382038637

Policy instance

Insurance contract or identification number	82036382038637
Number of Individuals Covered	11
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $5,952
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	18
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $42,310
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 )

Policy contract number

19946

Policy instance

Insurance contract or identification number	19946
Number of Individuals Covered	33
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $21,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )

Policy contract number

19946

Policy instance

Insurance contract or identification number	19946
Number of Individuals Covered	173
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $450,027
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )

Policy contract number

30083711

Policy instance

Insurance contract or identification number	30083711
Number of Individuals Covered	207
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $1,383
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $29,225
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1383
Insurance broker organization code?	3

HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )

Policy contract number

19946

Policy instance

Insurance contract or identification number	19946
Number of Individuals Covered	161
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $403,858
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	19
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $48,147
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 )

Policy contract number

19946

Policy instance

Insurance contract or identification number	19946
Number of Individuals Covered	21
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $14,494
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

82036382038637

Policy instance

Insurance contract or identification number	82036382038637
Number of Individuals Covered	8
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $5,954
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ST OLAF COLLEGE
Employer identification number (EIN):	410693979
NAIC Classification:	611000

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5309830