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LORAS COLLEGE 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameLORAS COLLEGE 403(B) RETIREMENT PLAN
Plan identification number 002

LORAS COLLEGE 403(B) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:LORAS COLLEGE
Employer identification number (EIN):420680412
NAIC Classification:611000

Additional information about LORAS COLLEGE

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1894-04-27
Company Identification Number: 060340
Legal Registered Office Address: 1450 ALTA VISTA ST

DUBUQUE
United States of America (USA)
52001

More information about LORAS COLLEGE

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01TROY WRIGHT2022-07-13
0022020-01-01TROY WRIGHT2021-10-08 TROY WRIGHT2021-10-08
0022019-01-01TROY WRIGHT2020-09-30 TROY WRIGHT2020-09-30
0022018-01-01TROY WRIGHT2019-10-14
0022017-01-01
0022016-01-01
0022016-01-01BUDDY HORNER2017-10-09
0022016-01-01BUDDY HORNER2017-10-10
0022015-01-01TROY WRIGHT
0022014-01-01TROY WRIGHT
0022013-01-01TROY WRIGHT
0022012-01-01TROY WRIGHT
0022011-01-01CLIFTON HORNER
0022010-01-01STEPHEN J SCHMALL STEPHEN J SCHMALL2011-09-21
0022009-01-01STEPHEN J SCHMALL STEPHEN J SCHMALL2010-10-05

Plan Statistics for LORAS COLLEGE 403(B) RETIREMENT PLAN

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

Measure Date Value
2021: LORAS COLLEGE 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01732
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LORAS COLLEGE 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01750
Total number of active participants reported on line 7a of the Form 55002020-01-01302
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01427
Total of all active and inactive participants2020-01-01729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01732
Number of participants with account balances2020-01-01729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LORAS COLLEGE 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01744
Total number of active participants reported on line 7a of the Form 55002019-01-01294
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01451
Total of all active and inactive participants2019-01-01745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01750
Number of participants with account balances2019-01-01749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LORAS COLLEGE 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01728
Total number of active participants reported on line 7a of the Form 55002018-01-01300
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01440
Total of all active and inactive participants2018-01-01740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01744
Number of participants with account balances2018-01-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LORAS COLLEGE 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01724
Total number of active participants reported on line 7a of the Form 55002017-01-01298
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01427
Total of all active and inactive participants2017-01-01725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01728
Number of participants with account balances2017-01-01727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LORAS COLLEGE 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01696
Total number of active participants reported on line 7a of the Form 55002016-01-01302
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01421
Total of all active and inactive participants2016-01-01723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01724
Number of participants with account balances2016-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LORAS COLLEGE 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01679
Total number of active participants reported on line 7a of the Form 55002015-01-01295
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01400
Total of all active and inactive participants2015-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01697
Number of participants with account balances2015-01-01696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LORAS COLLEGE 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01675
Total number of active participants reported on line 7a of the Form 55002014-01-01305
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01370
Total of all active and inactive participants2014-01-01675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01679
Number of participants with account balances2014-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LORAS COLLEGE 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01679
Total number of active participants reported on line 7a of the Form 55002013-01-01349
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01327
Total of all active and inactive participants2013-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01677
Number of participants with account balances2013-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LORAS COLLEGE 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01667
Total number of active participants reported on line 7a of the Form 55002012-01-01337
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01342
Total of all active and inactive participants2012-01-01679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01680
Number of participants with account balances2012-01-01675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LORAS COLLEGE 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01678
Total number of active participants reported on line 7a of the Form 55002011-01-01323
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01343
Total of all active and inactive participants2011-01-01666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01667
Number of participants with account balances2011-01-01660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LORAS COLLEGE 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01750
Total number of active participants reported on line 7a of the Form 55002010-01-01515
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01162
Total of all active and inactive participants2010-01-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01678
Number of participants with account balances2010-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LORAS COLLEGE 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01740
Total number of active participants reported on line 7a of the Form 55002009-01-01574
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01176
Total of all active and inactive participants2009-01-01750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01750
Number of participants with account balances2009-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LORAS COLLEGE 403(B) RETIREMENT PLAN

Measure Date Value
2021 : LORAS COLLEGE 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-10-01$0
Total transfer of assets to this plan2021-10-01$3,652
Total transfer of assets from this plan2021-10-01$82,723,611
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-01$0
Total income from all sources (including contributions)2021-10-01$7,992,118
Total loss/gain on sale of assets2021-10-01$0
Total of all expenses incurred2021-10-01$3,030,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-01$2,950,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-01$1,835,467
Value of total assets at end of year2021-10-01$0
Value of total assets at beginning of year2021-10-01$77,758,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-01$79,877
Total interest from all sources2021-10-01$547,471
Total dividends received (eg from common stock, registered investment company shares)2021-10-01$185,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-01No
Total dividends received from registered investment company shares (eg mutual funds)2021-10-01$185,633
Was this plan covered by a fidelity bond2021-10-01Yes
Value of fidelity bond cover2021-10-01$500,000
If this is an individual account plan, was there a blackout period2021-10-01Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-01$0
Were there any nonexempt tranactions with any party-in-interest2021-10-01No
Contributions received from participants2021-10-01$842,830
Participant contributions at end of year2021-10-01$0
Participant contributions at beginning of year2021-10-01$52,774
Income. Received or receivable in cash from other sources (including rollovers)2021-10-01$312,156
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-10-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-10-01$0
Other income not declared elsewhere2021-10-01$27,634
Administrative expenses (other) incurred2021-10-01$79,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-01No
Value of net income/loss2021-10-01$4,961,597
Value of net assets at end of year (total assets less liabilities)2021-10-01$0
Value of net assets at beginning of year (total assets less liabilities)2021-10-01$77,758,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-01No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-01No
Were any leases to which the plan was party in default or uncollectible2021-10-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-10-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-01$53,695,857
Value of interest in pooled separate accounts at end of year2021-10-01$0
Value of interest in pooled separate accounts at beginning of year2021-10-01$2,742,284
Interest on participant loans2021-10-01$1,882
Interest earned on other investments2021-10-01$545,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-10-01$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-10-01$280,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-10-01$280,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-10-01$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-10-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-10-01$20,986,695
Expenses. Payments to insurance carriers foe the provision of benefits2021-10-01$31,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-10-01$5,102,648
Net investment gain/loss from pooled separate accounts2021-10-01$293,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-01No
Was there a failure to transmit to the plan any participant contributions2021-10-01No
Has the plan failed to provide any benefit when due under the plan2021-10-01No
Contributions received in cash from employer2021-10-01$680,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-01$2,919,407
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-10-01Yes
Did the plan have assets held for investment2021-10-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-01Yes
Opinion of an independent qualified public accountant for this plan2021-10-01Unqualified
Accountancy firm name2021-10-01BAKER TILLY US, LLP
Accountancy firm EIN2021-10-01390859910
2020 : LORAS COLLEGE 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,782,401
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,612,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,540,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,233,051
Value of total assets at end of year2020-12-31$77,758,362
Value of total assets at beginning of year2020-12-31$72,588,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$71,767
Total interest from all sources2020-12-31$826,722
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$362,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$362,531
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,092,715
Participant contributions at end of year2020-12-31$52,774
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$274,751
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$30,316
Administrative expenses (other) incurred2020-12-31$71,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,170,202
Value of net assets at end of year (total assets less liabilities)2020-12-31$77,758,362
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$72,588,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$53,695,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$48,150,841
Value of interest in pooled separate accounts at end of year2020-12-31$2,742,284
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,146,963
Interest on participant loans2020-12-31$579
Interest earned on other investments2020-12-31$824,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$280,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$342,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$342,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,986,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$20,947,555
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,313,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,355,507
Net investment gain/loss from pooled separate accounts2020-12-31$-25,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$865,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,226,580
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : LORAS COLLEGE 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,826,675
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,985,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,964,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,996,998
Value of total assets at end of year2019-12-31$72,588,160
Value of total assets at beginning of year2019-12-31$65,747,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,816
Total interest from all sources2019-12-31$880,905
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$808,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$808,252
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,047,213
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,086,924
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$19,451
Administrative expenses (other) incurred2019-12-31$20,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,841,129
Value of net assets at end of year (total assets less liabilities)2019-12-31$72,588,160
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$65,747,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$48,150,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$40,601,919
Value of interest in pooled separate accounts at end of year2019-12-31$3,146,963
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,794,928
Interest earned on other investments2019-12-31$873,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$342,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$343,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$343,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,947,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$22,006,206
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,986,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,965,173
Net investment gain/loss from pooled separate accounts2019-12-31$155,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$862,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,978,172
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : LORAS COLLEGE 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$979,283
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,658,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,645,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,689,284
Value of total assets at end of year2018-12-31$65,747,031
Value of total assets at beginning of year2018-12-31$69,425,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,276
Total interest from all sources2018-12-31$878,509
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,150,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,150,542
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$989,794
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,865,388
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$-631
Other income not declared elsewhere2018-12-31$11,990
Administrative expenses (other) incurred2018-12-31$12,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,678,835
Value of net assets at end of year (total assets less liabilities)2018-12-31$65,747,031
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$69,425,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$40,601,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$45,764,026
Value of interest in pooled separate accounts at end of year2018-12-31$2,794,928
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,782,438
Interest earned on other investments2018-12-31$873,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$343,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$575,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$575,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$22,006,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$20,304,809
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$596,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,876,607
Net investment gain/loss from pooled separate accounts2018-12-31$125,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$834,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,049,732
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : LORAS COLLEGE 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$10,935,005
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,501,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,491,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,120,872
Value of total assets at end of year2017-12-31$69,425,866
Value of total assets at beginning of year2017-12-31$62,992,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,952
Total interest from all sources2017-12-31$834,008
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$830,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$830,489
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$963,962
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$339,275
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$-631
Other income not declared elsewhere2017-12-31$9,793
Administrative expenses (other) incurred2017-12-31$9,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,433,455
Value of net assets at end of year (total assets less liabilities)2017-12-31$69,425,866
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$62,992,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$45,764,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$39,140,685
Value of interest in pooled separate accounts at end of year2017-12-31$2,782,438
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,884,829
Interest earned on other investments2017-12-31$830,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$575,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$649,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$649,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$20,304,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$20,317,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,022,305
Net investment gain/loss from pooled separate accounts2017-12-31$117,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$817,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,491,598
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : LORAS COLLEGE 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$285
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$6,074,143
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,077,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,073,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,089,852
Value of total assets at end of year2016-12-31$62,992,411
Value of total assets at beginning of year2016-12-31$60,995,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,054
Total interest from all sources2016-12-31$885,913
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$465,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$465,740
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$976,664
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$296,708
Other income not declared elsewhere2016-12-31$4,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,996,810
Value of net assets at end of year (total assets less liabilities)2016-12-31$62,992,411
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$60,995,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$39,140,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$37,770,628
Value of interest in pooled separate accounts at end of year2016-12-31$2,884,829
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,575,769
Interest earned on other investments2016-12-31$885,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$649,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$929,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$929,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$20,317,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$19,718,974
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$934,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,489,784
Net investment gain/loss from pooled separate accounts2016-12-31$138,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$816,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,139,234
Contract administrator fees2016-12-31$4,054
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : LORAS COLLEGE 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,841,349
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,578,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,578,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,984,027
Value of total assets at end of year2015-12-31$60,995,316
Value of total assets at beginning of year2015-12-31$61,732,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$810,668
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$597,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$597,338
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$986,741
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$150,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-737,533
Value of net assets at end of year (total assets less liabilities)2015-12-31$60,995,316
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$61,732,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$37,770,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$39,531,413
Value of interest in pooled separate accounts at end of year2015-12-31$2,575,769
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,301,732
Interest earned on other investments2015-12-31$810,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$929,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$750,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$750,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$19,718,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$19,149,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-736,997
Net investment gain/loss from pooled separate accounts2015-12-31$186,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$846,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,578,882
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : LORAS COLLEGE 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,501,591
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,568,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,568,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,989,843
Value of total assets at end of year2014-12-31$61,732,849
Value of total assets at beginning of year2014-12-31$59,800,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$816,726
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$542,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$542,218
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,009,073
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$101,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,932,609
Value of net assets at end of year (total assets less liabilities)2014-12-31$61,732,849
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$59,800,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$39,531,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$38,355,392
Value of interest in pooled separate accounts at end of year2014-12-31$2,301,732
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,889,592
Interest earned on other investments2014-12-31$816,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$750,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$783,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$783,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$19,149,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$18,771,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,912,292
Net investment gain/loss from pooled separate accounts2014-12-31$240,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$878,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,568,982
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : LORAS COLLEGE 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$10,374,429
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,907,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,907,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,031,861
Value of total assets at end of year2013-12-31$59,800,240
Value of total assets at beginning of year2013-12-31$52,333,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$774,906
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$438,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$438,120
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$996,754
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$159,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,466,798
Value of net assets at end of year (total assets less liabilities)2013-12-31$59,800,240
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$52,333,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$38,355,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,427,201
Value of interest in pooled separate accounts at end of year2013-12-31$1,889,592
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,795,738
Interest earned on other investments2013-12-31$774,903
Income. Interest from US Government securities2013-12-31$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$783,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$633,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$633,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$18,771,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$18,477,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,961,755
Net investment gain/loss from pooled separate accounts2013-12-31$167,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$876,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,907,631
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : LORAS COLLEGE 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,138,236
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,186,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,186,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,065,500
Value of total assets at end of year2012-12-31$52,333,442
Value of total assets at beginning of year2012-12-31$47,381,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$730,516
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$161,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$161,119
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,020,902
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$175,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,951,663
Value of net assets at end of year (total assets less liabilities)2012-12-31$52,333,442
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$47,381,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,427,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,413,202
Value of interest in pooled separate accounts at end of year2012-12-31$1,795,738
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,569,304
Interest earned on other investments2012-12-31$730,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$633,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$587,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$587,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$18,477,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$17,811,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,023,068
Net investment gain/loss from pooled separate accounts2012-12-31$158,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$868,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,186,573
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : LORAS COLLEGE 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,208,578
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,380,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,380,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,964,670
Value of total assets at end of year2011-12-31$47,381,779
Value of total assets at beginning of year2011-12-31$47,553,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$715,086
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$82,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$82,917
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,011,731
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$93,706
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$135,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-172,083
Value of net assets at end of year (total assets less liabilities)2011-12-31$47,381,779
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$47,553,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$27,413,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$27,870,432
Value of interest in pooled separate accounts at end of year2011-12-31$1,569,304
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,273,236
Interest earned on other investments2011-12-31$715,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$587,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$758,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$758,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$17,811,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$17,651,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-712,864
Net investment gain/loss from pooled separate accounts2011-12-31$158,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$859,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,245,648
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910
2010 : LORAS COLLEGE 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,168,677
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,089,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,089,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,897,585
Value of total assets at end of year2010-12-31$47,553,862
Value of total assets at beginning of year2010-12-31$43,475,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$666,536
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$36,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$36,965
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,021,621
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$29,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,078,859
Value of net assets at end of year (total assets less liabilities)2010-12-31$47,553,862
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$43,475,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$27,870,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$24,463,712
Value of interest in pooled separate accounts at end of year2010-12-31$1,273,236
Value of interest in pooled separate accounts at beginning of year2010-12-31$794,223
Interest earned on other investments2010-12-31$666,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$758,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$751,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$751,468
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$17,651,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$17,464,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,447,353
Net investment gain/loss from pooled separate accounts2010-12-31$120,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$846,796
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,089,818
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910
2009 : LORAS COLLEGE 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LORAS COLLEGE 403(B) RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103148
Policy instance 2
Insurance contract or identification number103148
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number12242528
Policy instance 1
Insurance contract or identification number12242528
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-09-30
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103148
Policy instance 2
Insurance contract or identification number103148
Number of Individuals Covered471
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number12242528
Policy instance 1
Insurance contract or identification number12242528
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-29
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number12242528
Policy instance 1
Insurance contract or identification number12242528
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-29
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103148
Policy instance 2
Insurance contract or identification number103148
Number of Individuals Covered489
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number12242528
Policy instance 1
Insurance contract or identification number12242528
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-29
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103148
Policy instance 2
Insurance contract or identification number103148
Number of Individuals Covered488
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103148
Policy instance 2
Insurance contract or identification number103148
Number of Individuals Covered489
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number12242528
Policy instance 1
Insurance contract or identification number12242528
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-29
Total amount of commissions paid to insurance brokerUSD $28
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28
Insurance broker organization code?3
Insurance broker nameJOE EVANOVICH IV
AMERIPRISE (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number12242528
Policy instance 1
Insurance contract or identification number12242528
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $499
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $471
Insurance broker organization code?3
Insurance broker nameJOE EVANOVICH, JR.
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103148
Policy instance 2
Insurance contract or identification number103148
Number of Individuals Covered496
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIPRISE (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number103148
Policy instance 2
Insurance contract or identification number103148
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103148
Policy instance 1
Insurance contract or identification number103148
Number of Individuals Covered504
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIPRISE (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number103148
Policy instance 2
Insurance contract or identification number103148
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103148
Policy instance 1
Insurance contract or identification number103148
Number of Individuals Covered510
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103148
Policy instance 1
Insurance contract or identification number103148
Number of Individuals Covered675
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIPRISE (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number103148
Policy instance 3
Insurance contract or identification number103148
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGPB43047
Policy instance 2
Insurance contract or identification numberGPB43047
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103148
Policy instance 3
Insurance contract or identification number103148
Number of Individuals Covered659
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGPB43047
Policy instance 2
Insurance contract or identification numberGPB43047
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIPRISE (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number103148
Policy instance 1
Insurance contract or identification number103148
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103148
Policy instance 3
Insurance contract or identification number103148
Number of Individuals Covered642
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGPB43047
Policy instance 2
Insurance contract or identification numberGPB43047
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIPRISE (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number103148
Policy instance 1
Insurance contract or identification number103148
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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