401k Plan data: MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN plan

MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN
Plan identification number	002

MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

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

401k Sponsoring company profile

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

Company Name: MCDANIEL COLLEGE

Employer identification number (EIN): 520591694

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-07-01 JENNIFER L. GLENNON JENNIFER L. GLENNON 2016-03-18
002 2013-07-01 JENNIFER L. GLENNON JENNIFER L. GLENNON 2015-03-20
002 2012-07-01 JENNIFER GLENNON JENNIFER GLENNON 2014-04-04
002 2011-07-01 THOMAS G. STEBACK THOMAS G. STEBACK 2013-02-11
002 2009-07-01 THOMAS G. STEBACK THOMAS G. STEBACK 2011-02-02

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2014-07-01	JENNIFER L. GLENNON	JENNIFER L. GLENNON	2016-03-18
002	2013-07-01	JENNIFER L. GLENNON	JENNIFER L. GLENNON	2015-03-20
002	2012-07-01	JENNIFER GLENNON	JENNIFER GLENNON	2014-04-04
002	2011-07-01	THOMAS G. STEBACK	THOMAS G. STEBACK	2013-02-11
002	2009-07-01	THOMAS G. STEBACK	THOMAS G. STEBACK	2011-02-02

Plan Statistics for MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2014: MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 205
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 0
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 0
Number of participants with account balances 2014-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 204
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 120
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 86
Total of all active and inactive participants 2013-07-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 206
Number of participants with account balances 2013-07-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 184
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 91
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 109
Total of all active and inactive participants 2012-07-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 200
Number of participants with account balances 2012-07-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 270
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 364
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 20
Total of all active and inactive participants 2011-07-01 384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 384
Number of participants with account balances 2011-07-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 265
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 247
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 3
Total of all active and inactive participants 2009-07-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 250
Number of participants with account balances 2009-07-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2014: MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	205
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	0
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	0
Number of participants with account balances	2014-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	204
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	120
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	86
Total of all active and inactive participants	2013-07-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	206
Number of participants with account balances	2013-07-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	184
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	91
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	109
Total of all active and inactive participants	2012-07-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	200
Number of participants with account balances	2012-07-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	270
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	364
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	20
Total of all active and inactive participants	2011-07-01	384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	384
Number of participants with account balances	2011-07-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	265
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	247
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	3
Total of all active and inactive participants	2009-07-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	250
Number of participants with account balances	2009-07-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2015 : MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets from this plan	2015-06-30	$11,485,333
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$1,211,034
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$371,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$371,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$765,151
Value of total assets at end of year	2015-06-30	$0
Value of total assets at beginning of year	2015-06-30	$10,645,919
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$0
Total interest from all sources	2015-06-30	$79,679
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$137,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$137,930
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$672,661
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$92,490
Other income not declared elsewhere	2015-06-30	$7,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$839,414
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$10,645,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$7,736,171
Value of interest in pooled separate accounts at end of year	2015-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$483,969
Interest earned on other investments	2015-06-30	$79,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$283,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$283,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$2,142,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$168,421
Net investment gain/loss from pooled separate accounts	2015-06-30	$52,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$371,620
Did the plan have assets held for investment	2015-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN	2015-06-30	521743645
2014 : MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$2,588,793
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$456,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$456,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,204,240
Value of total assets at end of year	2014-06-30	$10,645,919
Value of total assets at beginning of year	2014-06-30	$8,513,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$66,110
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$109,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$109,786
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$608,306
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$595,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$2,132,246
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$10,645,919
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$8,513,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$7,736,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$6,057,945
Value of interest in pooled separate accounts at end of year	2014-06-30	$483,969
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$362,102
Interest earned on other investments	2014-06-30	$66,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$283,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$317,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$317,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$2,142,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,776,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$1,165,327
Net investment gain/loss from pooled separate accounts	2014-06-30	$43,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$456,547
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN	2014-06-30	521743645
2013 : MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,477,028
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$560,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$560,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$582,132
Value of total assets at end of year	2013-06-30	$8,513,673
Value of total assets at beginning of year	2013-06-30	$7,597,231
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$57,619
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$40,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$40,433
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$582,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$916,442
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$8,513,673
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$7,597,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$6,057,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$5,283,057
Value of interest in pooled separate accounts at end of year	2013-06-30	$362,102
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$373,663
Interest earned on other investments	2013-06-30	$57,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$317,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$263,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$263,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,776,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,676,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$766,930
Net investment gain/loss from pooled separate accounts	2013-06-30	$29,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$560,586
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN	2013-06-30	521743645
2012 : MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$783,929
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$231,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$231,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$691,058
Value of total assets at end of year	2012-06-30	$7,597,231
Value of total assets at beginning of year	2012-06-30	$7,044,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$58,118
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$21,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$21,612
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$547,149
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$143,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$552,537
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$7,597,231
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$7,044,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$5,283,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$4,802,130
Value of interest in pooled separate accounts at end of year	2012-06-30	$373,663
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$305,956
Interest earned on other investments	2012-06-30	$58,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$263,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$252,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$252,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,676,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,683,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-22,438
Net investment gain/loss from pooled separate accounts	2012-06-30	$35,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$231,392
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN	2012-06-30	521743645
2011 : MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,636,993
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$215,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$215,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$558,158
Value of total assets at end of year	2011-06-30	$7,044,694
Value of total assets at beginning of year	2011-06-30	$5,623,454
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$52,129
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$12,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$12,253
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$557,391
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$1,421,240
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$7,044,694
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$5,623,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$4,802,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$3,534,584
Value of interest in pooled separate accounts at end of year	2011-06-30	$305,956
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$230,471
Interest earned on other investments	2011-06-30	$52,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$252,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$257,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$257,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,683,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,601,274
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$11,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$968,297
Net investment gain/loss from pooled separate accounts	2011-06-30	$46,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$203,844
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	STOUT,CAUSEY & HORNING, P.A.
Accountancy firm EIN	2011-06-30	521743645
2010 : MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN

2014: MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	Yes
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: MCDANIEL COLLEGE TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150633

Policy instance

Insurance contract or identification number	150633
Number of Individuals Covered	0
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

150633

Policy instance

Insurance contract or identification number	150633
Number of Individuals Covered	148
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

150633

Policy instance

Insurance contract or identification number	150633
Number of Individuals Covered	200
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

150633

Policy instance

Insurance contract or identification number	150633
Number of Individuals Covered	184
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

150633

Policy instance

Insurance contract or identification number	150633
Number of Individuals Covered	177
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MCDANIEL COLLEGE
Employer identification number (EIN):	520591694
NAIC Classification:	611000