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STEPHENS COLLEGE DC RETIREMENT PLAN 401k Plan overview

Plan NameSTEPHENS COLLEGE DC RETIREMENT PLAN
Plan identification number 002

STEPHENS COLLEGE DC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:STEPHENS COLLEGE
Employer identification number (EIN):430670936
NAIC Classification:611000

Additional information about STEPHENS COLLEGE

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1977-08-08
Company Identification Number: 0004126807
Legal Registered Office Address: RR 3 BOX 82BDALTON %DALTON

MANSFIELD
United States of America (USA)
76063

More information about STEPHENS COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHENS COLLEGE DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DANE FUHRMAN2023-10-16
0022021-01-01DANE FUHRMAN2022-10-17
0022020-01-01MICHAEL BATES2021-10-14
0022019-01-01DANE FUHRMAN2020-10-14
0022019-01-01MICHAEL BATES2021-10-12
0022018-01-01
0022017-01-01KIM SCHELLENBERGER
0022016-01-01KIM SCHELLENBERGER
0022015-01-01KIM SCHELLENBERGER
0022014-01-01KIM SCHELLENBERGER
0022013-01-01KIM SCHELLENBERGER
0022012-01-01KIM SCHELLENBERGER
0022011-01-01KIM SCHELLENBERGER
0022010-01-01RICHARD ENYARD
0022009-01-01RICHARD ENYARD
0022007-01-01DOUGLAS LANGE

Plan Statistics for STEPHENS COLLEGE DC RETIREMENT PLAN

401k plan membership statisitcs for STEPHENS COLLEGE DC RETIREMENT PLAN

Measure Date Value
2022: STEPHENS COLLEGE DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01774
Total number of active participants reported on line 7a of the Form 55002022-01-01353
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01470
Total of all active and inactive participants2022-01-01823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-01835
Number of participants with account balances2022-01-01775
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STEPHENS COLLEGE DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01643
Total number of active participants reported on line 7a of the Form 55002021-01-01235
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01533
Total of all active and inactive participants2021-01-01768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01774
Number of participants with account balances2021-01-01736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STEPHENS COLLEGE DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01667
Total number of active participants reported on line 7a of the Form 55002020-01-01214
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01407
Total of all active and inactive participants2020-01-01621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01626
Number of participants with account balances2020-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STEPHENS COLLEGE DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01510
Total number of active participants reported on line 7a of the Form 55002019-01-01279
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01386
Total of all active and inactive participants2019-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01666
Number of participants with account balances2019-01-01563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STEPHENS COLLEGE DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01434
Total number of active participants reported on line 7a of the Form 55002018-01-01154
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01348
Total of all active and inactive participants2018-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01505
Number of participants with account balances2018-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STEPHENS COLLEGE DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01454
Total number of active participants reported on line 7a of the Form 55002017-01-01168
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01262
Total of all active and inactive participants2017-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01434
Number of participants with account balances2017-01-01416
2016: STEPHENS COLLEGE DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01467
Total number of active participants reported on line 7a of the Form 55002016-01-01255
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01195
Total of all active and inactive participants2016-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01453
Number of participants with account balances2016-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STEPHENS COLLEGE DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01469
Total number of active participants reported on line 7a of the Form 55002015-01-01269
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01195
Total of all active and inactive participants2015-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01467
Number of participants with account balances2015-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STEPHENS COLLEGE DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01550
Total number of active participants reported on line 7a of the Form 55002014-01-01275
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01191
Total of all active and inactive participants2014-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01469
Number of participants with account balances2014-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STEPHENS COLLEGE DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01573
Total number of active participants reported on line 7a of the Form 55002013-01-01385
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01160
Total of all active and inactive participants2013-01-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01550
Number of participants with account balances2013-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STEPHENS COLLEGE DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01579
Total number of active participants reported on line 7a of the Form 55002012-01-01410
Number of other retired or separated participants entitled to future benefits2012-01-01159
Total of all active and inactive participants2012-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01573
Number of participants with account balances2012-01-01467
2011: STEPHENS COLLEGE DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01582
Total number of active participants reported on line 7a of the Form 55002011-01-01439
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01136
Total of all active and inactive participants2011-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01579
Number of participants with account balances2011-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: STEPHENS COLLEGE DC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01589
Total number of active participants reported on line 7a of the Form 55002010-01-01449
Number of other retired or separated participants entitled to future benefits2010-01-01131
Total of all active and inactive participants2010-01-01580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01582
Number of participants with account balances2010-01-01482
2009: STEPHENS COLLEGE DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01595
Total number of active participants reported on line 7a of the Form 55002009-01-01473
Number of other retired or separated participants entitled to future benefits2009-01-01108
Total of all active and inactive participants2009-01-01581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01584
Number of participants with account balances2009-01-01496

Financial Data on STEPHENS COLLEGE DC RETIREMENT PLAN

Measure Date Value
2022 : STEPHENS COLLEGE DC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,980,584
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,697,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,694,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$762,991
Value of total assets at end of year2022-12-31$22,305,113
Value of total assets at beginning of year2022-12-31$25,982,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,623
Total interest from all sources2022-12-31$350,628
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$213,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$213,371
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$434,419
Participant contributions at end of year2022-12-31$3,818
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$63,213
Administrative expenses (other) incurred2022-12-31$2,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,677,714
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,305,113
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,982,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,156,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,735,492
Value of interest in pooled separate accounts at end of year2022-12-31$691,694
Value of interest in pooled separate accounts at beginning of year2022-12-31$629,716
Interest on participant loans2022-12-31$85
Interest earned on other investments2022-12-31$350,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,453,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,617,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,358,600
Net investment gain/loss from pooled separate accounts2022-12-31$51,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$265,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,694,507
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2022-12-31431126847
2021 : STEPHENS COLLEGE DC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,440,221
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,604,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,601,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$507,590
Value of total assets at end of year2021-12-31$25,982,827
Value of total assets at beginning of year2021-12-31$26,147,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,832
Total interest from all sources2021-12-31$308,614
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$274,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$274,828
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$900,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$339,255
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$10,781
Administrative expenses (other) incurred2021-12-31$2,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-164,387
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,982,827
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,147,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,735,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,643,561
Value of interest in pooled separate accounts at end of year2021-12-31$629,716
Value of interest in pooled separate accounts at beginning of year2021-12-31$603,374
Interest earned on other investments2021-12-31$308,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,617,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,900,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,251,206
Net investment gain/loss from pooled separate accounts2021-12-31$97,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$157,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,601,776
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2021-12-31431126847
2020 : STEPHENS COLLEGE DC 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$3,375,298
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,218,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,215,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$461,874
Value of total assets at end of year2020-12-31$26,147,214
Value of total assets at beginning of year2020-12-31$24,990,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,011
Total interest from all sources2020-12-31$356,370
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$175,439
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$175,439
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$900,000
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$304,332
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$13,205
Administrative expenses (other) incurred2020-12-31$3,011
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$1,156,451
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,147,214
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,990,763
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$16,643,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,304,196
Value of interest in pooled separate accounts at end of year2020-12-31$603,374
Value of interest in pooled separate accounts at beginning of year2020-12-31$681,100
Interest earned on other investments2020-12-31$356,370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,900,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,005,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,387,766
Net investment gain/loss from pooled separate accounts2020-12-31$-6,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$144,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,215,836
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2020-12-31431126847
2019 : STEPHENS COLLEGE DC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$4,143,563
Total income from all sources (including contributions)2019-12-31$4,143,563
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,978,729
Total of all expenses incurred2019-12-31$1,978,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,975,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,975,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$700,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$700,788
Value of total assets at end of year2019-12-31$24,990,763
Value of total assets at end of year2019-12-31$24,990,763
Value of total assets at beginning of year2019-12-31$22,825,929
Value of total assets at beginning of year2019-12-31$22,825,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,790
Total interest from all sources2019-12-31$377,792
Total interest from all sources2019-12-31$377,792
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$178,994
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$178,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$178,994
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$178,994
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$900,000
Value of fidelity bond cover2019-12-31$900,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$335,299
Contributions received from participants2019-12-31$335,299
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$211,105
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$211,105
Administrative expenses (other) incurred2019-12-31$2,790
Administrative expenses (other) incurred2019-12-31$2,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,164,834
Value of net income/loss2019-12-31$2,164,834
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,990,763
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,990,763
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,825,929
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,825,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,304,196
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,304,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,567,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,567,164
Value of interest in pooled separate accounts at end of year2019-12-31$681,100
Value of interest in pooled separate accounts at end of year2019-12-31$681,100
Value of interest in pooled separate accounts at beginning of year2019-12-31$690,734
Value of interest in pooled separate accounts at beginning of year2019-12-31$690,734
Interest earned on other investments2019-12-31$377,792
Interest earned on other investments2019-12-31$377,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,005,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,005,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,568,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,568,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,885,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,885,989
Net investment gain/loss from pooled separate accounts2019-12-31$37,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$154,384
Contributions received in cash from employer2019-12-31$154,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,975,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,975,939
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WILLIAMS KEEPERS LLC
Accountancy firm name2019-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2019-12-31431126847
Accountancy firm EIN2019-12-31431126847
2018 : STEPHENS COLLEGE DC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$7,025,420
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$0
Total income from all sources (including contributions)2018-12-31$-138,435
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$769,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$768,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$184,158
Value of total assets at end of year2018-12-31$22,825,929
Value of total assets at beginning of year2018-12-31$16,708,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,075
Total interest from all sources2018-12-31$339,627
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$43,618
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$43,618
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$900,000
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
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,154
Administrative expenses (other) incurred2018-12-31$1,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-907,980
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,825,929
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,708,489
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$12,567,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,484,379
Value of interest in pooled separate accounts at end of year2018-12-31$690,734
Value of interest in pooled separate accounts at beginning of year2018-12-31$353,040
Interest earned on other investments2018-12-31$339,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,568,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,871,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-705,838
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$180,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$768,470
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 name2018-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2018-12-31431126847
2017 : STEPHENS COLLEGE DC 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$1,962,402
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$810,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$809,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$141,697
Value of total assets at end of year2017-12-31$16,708,489
Value of total assets at beginning of year2017-12-31$15,556,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$926
Total interest from all sources2017-12-31$335,295
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$28,442
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$28,442
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$900,000
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
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,392
Administrative expenses (other) incurred2017-12-31$926
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$1,151,593
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,708,489
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,556,896
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$8,484,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,196,894
Value of interest in pooled separate accounts at end of year2017-12-31$353,040
Value of interest in pooled separate accounts at beginning of year2017-12-31$351,165
Interest earned on other investments2017-12-31$335,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,871,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,006,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,456,968
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$139,305
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$2,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$809,883
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 name2017-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2017-12-31431126847
2016 : STEPHENS COLLEGE DC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$992,835
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,407,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,406,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$117,349
Value of total assets at end of year2016-12-31$15,556,896
Value of total assets at beginning of year2016-12-31$15,971,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$924
Total interest from all sources2016-12-31$370,904
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$18,515
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$18,515
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$900,000
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
Administrative expenses (other) incurred2016-12-31$924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-414,424
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,556,896
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,971,320
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$7,196,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,572,501
Value of interest in pooled separate accounts at end of year2016-12-31$351,165
Value of interest in pooled separate accounts at beginning of year2016-12-31$292,298
Interest earned on other investments2016-12-31$370,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,006,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,106,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$486,067
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$117,349
Employer contributions (assets) at end of year2016-12-31$2,761
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,406,335
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 name2016-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2016-12-31431126847
2015 : STEPHENS COLLEGE DC 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$522,330
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,505,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,504,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$149,924
Value of total assets at end of year2015-12-31$15,971,320
Value of total assets at beginning of year2015-12-31$16,954,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,035
Total interest from all sources2015-12-31$360,023
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$26,820
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$26,820
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$900,000
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
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$35,206
Administrative expenses (other) incurred2015-12-31$1,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-983,545
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,971,320
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,954,865
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$7,572,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,067,421
Value of interest in pooled separate accounts at end of year2015-12-31$292,298
Value of interest in pooled separate accounts at beginning of year2015-12-31$353,822
Interest earned on other investments2015-12-31$360,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,106,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,533,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,437
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$114,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,504,840
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 name2015-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2015-12-31431126847
2014 : STEPHENS COLLEGE DC 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$1,081,847
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,450,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,449,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$109,044
Value of total assets at end of year2014-12-31$16,954,865
Value of total assets at beginning of year2014-12-31$18,323,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$911
Total interest from all sources2014-12-31$384,852
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$30,750
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$30,750
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$900,000
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
Administrative expenses (other) incurred2014-12-31$911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,368,617
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,954,865
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,323,482
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$8,067,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,277,461
Value of interest in pooled separate accounts at end of year2014-12-31$353,822
Value of interest in pooled separate accounts at beginning of year2014-12-31$254,516
Interest earned on other investments2014-12-31$384,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,533,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,791,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$520,479
Net investment gain/loss from pooled separate accounts2014-12-31$36,722
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$109,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,449,553
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 name2014-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2014-12-31431126847
2013 : STEPHENS COLLEGE DC 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$2,406,708
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,100,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,099,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$98,913
Value of total assets at end of year2013-12-31$18,323,482
Value of total assets at beginning of year2013-12-31$18,016,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$869
Total interest from all sources2013-12-31$398,779
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$21,270
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$21,270
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$900,000
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
Administrative expenses (other) incurred2013-12-31$869
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$306,623
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,323,482
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,016,859
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$9,277,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,212,816
Value of interest in pooled separate accounts at end of year2013-12-31$254,516
Value of interest in pooled separate accounts at beginning of year2013-12-31$299,034
Interest earned on other investments2013-12-31$398,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,791,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,505,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,859,565
Net investment gain/loss from pooled separate accounts2013-12-31$28,181
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$98,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,099,216
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 name2013-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2013-12-31431126847
2012 : STEPHENS COLLEGE DC 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$1,641,048
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,084,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,084,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$103,447
Value of total assets at end of year2012-12-31$18,016,859
Value of total assets at beginning of year2012-12-31$17,460,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$739
Total interest from all sources2012-12-31$387,523
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$10,424
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$10,424
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$29,754
Administrative expenses (other) incurred2012-12-31$739
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$556,252
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,016,859
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,460,607
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$8,212,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,578,763
Value of interest in pooled separate accounts at end of year2012-12-31$299,034
Value of interest in pooled separate accounts at beginning of year2012-12-31$259,506
Interest earned on other investments2012-12-31$387,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,505,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,622,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,113,651
Net investment gain/loss from pooled separate accounts2012-12-31$26,003
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$73,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,084,057
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 name2012-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2012-12-31431126847
2011 : STEPHENS COLLEGE DC 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$261,013
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,351,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,351,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$64,286
Value of total assets at end of year2011-12-31$17,460,607
Value of total assets at beginning of year2011-12-31$18,551,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$718
Total interest from all sources2011-12-31$396,614
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$12,155
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$12,155
Administrative expenses professional fees incurred2011-12-31$718
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$900,000
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
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,090,890
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,460,607
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,551,497
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$7,578,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,277,512
Value of interest in pooled separate accounts at end of year2011-12-31$259,506
Value of interest in pooled separate accounts at beginning of year2011-12-31$218,530
Interest earned on other investments2011-12-31$396,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,622,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,055,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-241,581
Net investment gain/loss from pooled separate accounts2011-12-31$29,539
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$51,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,351,185
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 name2011-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2011-12-31431126847
2010 : STEPHENS COLLEGE DC RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,515,482
Total of all expenses incurred2010-12-31$1,193,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,192,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$57,889
Value of total assets at end of year2010-12-31$18,551,497
Value of total assets at beginning of year2010-12-31$18,229,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$683
Total interest from all sources2010-12-31$382,254
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$9,126
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$9,126
Administrative expenses professional fees incurred2010-12-31$683
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$900,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,870
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$322,240
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,551,497
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,229,257
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$8,277,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,984,089
Value of interest in pooled separate accounts at end of year2010-12-31$218,530
Value of interest in pooled separate accounts at beginning of year2010-12-31$205,734
Interest earned on other investments2010-12-31$382,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$10,055,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,039,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,040,733
Net investment gain/loss from pooled separate accounts2010-12-31$25,480
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$55,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,192,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2010-12-31431126847

Form 5500 Responses for STEPHENS COLLEGE DC RETIREMENT PLAN

2022: STEPHENS COLLEGE DC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STEPHENS COLLEGE DC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STEPHENS COLLEGE DC 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: STEPHENS COLLEGE DC 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: STEPHENS COLLEGE DC 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: STEPHENS COLLEGE DC 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: STEPHENS COLLEGE DC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEPHENS COLLEGE DC 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: STEPHENS COLLEGE DC 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: STEPHENS COLLEGE DC 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: STEPHENS COLLEGE DC 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: STEPHENS COLLEGE DC 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: STEPHENS COLLEGE DC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STEPHENS COLLEGE DC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: STEPHENS COLLEGE DC RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365767
Policy instance 1
Insurance contract or identification number365767
Number of Individuals Covered401
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365767
Policy instance 1
Insurance contract or identification number365767
Number of Individuals Covered416
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365767
Policy instance 1
Insurance contract or identification number365767
Number of Individuals Covered434
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365767
Policy instance 1
Insurance contract or identification number365767
Number of Individuals Covered415
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365767
Policy instance 1
Insurance contract or identification number365767
Number of Individuals Covered426
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 number365767
Policy instance 1
Insurance contract or identification number365767
Number of Individuals Covered438
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365767
Policy instance 1
Insurance contract or identification number365767
Number of Individuals Covered436
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365767
Policy instance 1
Insurance contract or identification number365767
Number of Individuals Covered440
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365767
Policy instance 1
Insurance contract or identification number365767
Number of Individuals Covered458
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365767
Policy instance 1
Insurance contract or identification number365767
Number of Individuals Covered468
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365767
Policy instance 1
Insurance contract or identification number365767
Number of Individuals Covered473
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number365767
Policy instance 1
Insurance contract or identification number365767
Number of Individuals Covered484
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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