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CATAWBA COLLEGE RETIREMENT PLAN 401k Plan overview

Plan NameCATAWBA COLLEGE RETIREMENT PLAN
Plan identification number 001

CATAWBA COLLEGE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name:CATAWBA COLLEGE
Employer identification number (EIN):560530251
NAIC Classification:611000

Additional information about CATAWBA COLLEGE

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0031278

More information about CATAWBA COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATAWBA COLLEGE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01NORMA BRICE2023-10-10
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEBRA K POPLIN
0012016-01-01DEBRA K POPLIN
0012015-01-01SHARON C MILLER
0012014-01-01NELSON MURPHY
0012013-01-01CHARLES WILLIAMS
0012012-01-01CHARLES WILLIAMS
0012011-01-01CHARLES WILLIAMS
0012009-01-01CHARLES WILLIAMS

Plan Statistics for CATAWBA COLLEGE RETIREMENT PLAN

401k plan membership statisitcs for CATAWBA COLLEGE RETIREMENT PLAN

Measure Date Value
2022: CATAWBA COLLEGE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01584
Total number of active participants reported on line 7a of the Form 55002022-01-01364
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01249
Total of all active and inactive participants2022-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01620
Number of participants with account balances2022-01-01602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: CATAWBA COLLEGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01613
Total number of active participants reported on line 7a of the Form 55002021-01-01340
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01239
Total of all active and inactive participants2021-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01584
Number of participants with account balances2021-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: CATAWBA COLLEGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01620
Total number of active participants reported on line 7a of the Form 55002020-01-01361
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01250
Total of all active and inactive participants2020-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01613
Number of participants with account balances2020-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: CATAWBA COLLEGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01616
Total number of active participants reported on line 7a of the Form 55002019-01-01369
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01250
Total of all active and inactive participants2019-01-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01620
Number of participants with account balances2019-01-01606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: CATAWBA COLLEGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01569
Total number of active participants reported on line 7a of the Form 55002018-01-01347
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01240
Total of all active and inactive participants2018-01-01587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01588
Number of participants with account balances2018-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: CATAWBA COLLEGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01624
Total number of active participants reported on line 7a of the Form 55002017-01-01352
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01214
Total of all active and inactive participants2017-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01567
Number of participants with account balances2017-01-01563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: CATAWBA COLLEGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01616
Total number of active participants reported on line 7a of the Form 55002016-01-01342
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01281
Total of all active and inactive participants2016-01-01623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01624
Number of participants with account balances2016-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: CATAWBA COLLEGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01602
Total number of active participants reported on line 7a of the Form 55002015-01-01350
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01266
Total of all active and inactive participants2015-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01616
Number of participants with account balances2015-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: CATAWBA COLLEGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01606
Total number of active participants reported on line 7a of the Form 55002014-01-01339
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01263
Total of all active and inactive participants2014-01-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01602
Number of participants with account balances2014-01-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: CATAWBA COLLEGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01587
Total number of active participants reported on line 7a of the Form 55002013-01-01365
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01241
Total of all active and inactive participants2013-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01606
Number of participants with account balances2013-01-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CATAWBA COLLEGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01608
Total number of active participants reported on line 7a of the Form 55002012-01-01321
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01266
Total of all active and inactive participants2012-01-01587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01587
Number of participants with account balances2012-01-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: CATAWBA COLLEGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01586
Total number of active participants reported on line 7a of the Form 55002011-01-01334
Number of other retired or separated participants entitled to future benefits2011-01-01274
Total of all active and inactive participants2011-01-01608
Total participants2011-01-01608
Number of participants with account balances2011-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: CATAWBA COLLEGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01475
Total number of active participants reported on line 7a of the Form 55002009-01-01347
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01255
Total of all active and inactive participants2009-01-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01602
Number of participants with account balances2009-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CATAWBA COLLEGE RETIREMENT PLAN

Measure Date Value
2022 : CATAWBA COLLEGE 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$0
Total income from all sources (including contributions)2022-12-31$-2,847,744
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,863,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,830,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,860,436
Value of total assets at end of year2022-12-31$40,051,634
Value of total assets at beginning of year2022-12-31$46,762,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,573
Total interest from all sources2022-12-31$555,019
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$475,538
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$475,538
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$910,013
Participant contributions at end of year2022-12-31$31,603
Participant contributions at beginning of year2022-12-31$26,472
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$306,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,710,759
Value of net assets at end of year (total assets less liabilities)2022-12-31$40,051,634
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$46,762,393
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$24,395,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,817,526
Value of interest in pooled separate accounts at end of year2022-12-31$2,061,371
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,054,647
Interest on participant loans2022-12-31$1,270
Interest earned on other investments2022-12-31$553,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,563,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,863,748
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$428,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,908,463
Net investment gain/loss from pooled separate accounts2022-12-31$169,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$644,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,401,637
Contract administrator fees2022-12-31$32,573
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2022-12-31560574444
2021 : CATAWBA COLLEGE 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$6,488,341
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,009,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,974,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,256,566
Value of total assets at end of year2021-12-31$46,762,393
Value of total assets at beginning of year2021-12-31$43,283,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$34,784
Total interest from all sources2021-12-31$487,401
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$562,897
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$562,897
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$768,822
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$218,520
Assets. Loans (other than to participants) at end of year2021-12-31$26,472
Assets. Loans (other than to participants) at beginning of year2021-12-31$32,529
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$3,478,756
Value of net assets at end of year (total assets less liabilities)2021-12-31$46,762,393
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$43,283,637
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$30,817,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,005,058
Value of interest in pooled separate accounts at end of year2021-12-31$2,054,647
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,804,921
Interest on participant loans2021-12-31$1,292
Interest earned on other investments2021-12-31$486,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,863,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,441,129
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$320,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,864,616
Net investment gain/loss from pooled separate accounts2021-12-31$316,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$269,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,653,877
Contract administrator fees2021-12-31$34,784
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2021-12-31560574444
2020 : CATAWBA COLLEGE 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$5,538,071
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,499,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,473,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,104,555
Value of total assets at end of year2020-12-31$43,283,637
Value of total assets at beginning of year2020-12-31$41,244,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,652
Total interest from all sources2020-12-31$554,966
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$174,036
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$174,036
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$763,359
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$98,847
Assets. Loans (other than to participants) at end of year2020-12-31$32,529
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$18,163
Administrative expenses (other) incurred2020-12-31$1,364
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$2,039,059
Value of net assets at end of year (total assets less liabilities)2020-12-31$43,283,637
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,244,578
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
Investment advisory and management fees2020-12-31$41
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,005,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,993,498
Value of interest in pooled separate accounts at end of year2020-12-31$1,804,921
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,305,732
Interest earned on other investments2020-12-31$554,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,441,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,945,348
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$224,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,704,024
Net investment gain/loss from pooled separate accounts2020-12-31$-17,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$242,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,248,854
Contract administrator fees2020-12-31$24,247
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 name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31560574444
2019 : CATAWBA COLLEGE 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 transfer of assets to this plan2019-12-31$15,194,208
Total transfer of assets to this plan2019-12-31$15,194,208
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$7,139,644
Total income from all sources (including contributions)2019-12-31$7,139,644
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$2,683,360
Total of all expenses incurred2019-12-31$2,683,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,642,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,642,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,447,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,447,557
Value of total assets at end of year2019-12-31$41,244,578
Value of total assets at end of year2019-12-31$41,244,578
Value of total assets at beginning of year2019-12-31$21,594,086
Value of total assets at beginning of year2019-12-31$21,594,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,250
Total interest from all sources2019-12-31$544,047
Total interest from all sources2019-12-31$544,047
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$375,267
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$375,267
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$375,267
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$375,267
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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$786,563
Contributions received from participants2019-12-31$786,563
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$392,300
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$392,300
Other income not declared elsewhere2019-12-31$17,884
Other income not declared elsewhere2019-12-31$17,884
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$4,456,284
Value of net income/loss2019-12-31$4,456,284
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,244,578
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,244,578
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,594,086
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,594,086
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$24,993,498
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,993,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,768,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,768,332
Value of interest in pooled separate accounts at end of year2019-12-31$2,305,732
Value of interest in pooled separate accounts at end of year2019-12-31$2,305,732
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,454,982
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,454,982
Interest earned on other investments2019-12-31$544,047
Interest earned on other investments2019-12-31$544,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,945,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,945,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,370,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,370,772
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$119,798
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$119,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,634,148
Net investment gain/loss from pooled separate accounts2019-12-31$120,741
Net investment gain/loss from pooled separate accounts2019-12-31$120,741
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$268,694
Contributions received in cash from employer2019-12-31$268,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,522,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,522,312
Contract administrator fees2019-12-31$41,250
Contract administrator fees2019-12-31$41,250
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 name2019-12-31CHERRY BEKAERT LLP
Accountancy firm name2019-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2019-12-31560574444
Accountancy firm EIN2019-12-31560574444
2018 : CATAWBA COLLEGE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$142,888
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,044,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,042,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$959,663
Value of total assets at end of year2018-12-31$21,594,086
Value of total assets at beginning of year2018-12-31$22,495,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,651
Total interest from all sources2018-12-31$306,034
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$300,712
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$300,712
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$605,575
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$59,183
Other income not declared elsewhere2018-12-31$14,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-901,241
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,594,086
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,495,327
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$12,768,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,833,216
Value of interest in pooled separate accounts at end of year2018-12-31$1,454,982
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,436,531
Interest earned on other investments2018-12-31$306,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,370,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,225,580
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$39,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,504,894
Net investment gain/loss from pooled separate accounts2018-12-31$67,226
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$294,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,002,871
Contract administrator fees2018-12-31$1,651
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 name2018-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2018-12-31560574444
2017 : CATAWBA COLLEGE 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$3,582,030
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,605,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,605,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$902,769
Value of total assets at end of year2017-12-31$22,495,327
Value of total assets at beginning of year2017-12-31$20,518,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$303,325
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$201,012
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$201,012
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$597,652
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$30,345
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$1,976,695
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,495,327
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,518,632
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$13,833,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,525,830
Value of interest in pooled separate accounts at end of year2017-12-31$1,436,531
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,419,480
Interest earned on other investments2017-12-31$303,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,225,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,573,322
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$483,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,114,174
Net investment gain/loss from pooled separate accounts2017-12-31$60,750
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$274,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,121,978
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 name2017-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2017-12-31560574444
2016 : CATAWBA COLLEGE 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$2,106,492
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,395,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,395,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$901,068
Value of total assets at end of year2016-12-31$20,518,632
Value of total assets at beginning of year2016-12-31$19,807,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$337,940
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$118,605
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$118,605
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$603,636
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$837
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$711,091
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,518,632
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,807,541
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$11,525,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,851,917
Value of interest in pooled separate accounts at end of year2016-12-31$1,419,480
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,475,572
Interest earned on other investments2016-12-31$337,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,573,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,480,052
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$36,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$678,336
Net investment gain/loss from pooled separate accounts2016-12-31$70,543
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$296,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,358,877
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 name2016-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2016-12-31560574444
2015 : CATAWBA COLLEGE 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$1,194,533
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$848,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$848,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$814,795
Value of total assets at end of year2015-12-31$19,807,541
Value of total assets at beginning of year2015-12-31$19,461,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$312,461
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$162,575
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$162,575
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$546,690
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$346,445
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,807,541
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,461,096
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$10,851,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,724,198
Value of interest in pooled separate accounts at end of year2015-12-31$1,475,572
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,361,881
Interest earned on other investments2015-12-31$312,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,480,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,375,017
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$11,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-205,369
Net investment gain/loss from pooled separate accounts2015-12-31$110,071
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$268,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$837,064
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 name2015-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2015-12-31560574444
2014 : CATAWBA COLLEGE 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$1,961,627
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,967,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,967,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$812,553
Value of total assets at end of year2014-12-31$19,461,096
Value of total assets at beginning of year2014-12-31$19,467,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$323,841
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$136,719
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$136,719
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$541,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-6,007
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,461,096
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,467,103
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$10,724,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,793,750
Value of interest in pooled separate accounts at end of year2014-12-31$1,361,881
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,231,499
Interest earned on other investments2014-12-31$323,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,375,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,441,854
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$110,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$539,127
Net investment gain/loss from pooled separate accounts2014-12-31$149,387
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$270,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,857,187
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 name2014-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2014-12-31560574444
2013 : CATAWBA COLLEGE 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$3,198,741
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,155,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,155,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$786,245
Value of total assets at end of year2013-12-31$19,467,103
Value of total assets at beginning of year2013-12-31$17,424,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$313,057
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$122,334
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$122,334
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$524,219
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,042,831
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,467,103
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,424,272
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$10,793,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,188,055
Value of interest in pooled separate accounts at end of year2013-12-31$1,231,499
Value of interest in pooled separate accounts at beginning of year2013-12-31$816,548
Interest earned on other investments2013-12-31$313,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,441,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,419,669
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$304,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,882,498
Net investment gain/loss from pooled separate accounts2013-12-31$94,607
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$262,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$851,844
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 name2013-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2013-12-31560574444
2012 : CATAWBA COLLEGE 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$2,053,518
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$952,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$952,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$518,088
Value of total assets at end of year2012-12-31$17,424,272
Value of total assets at beginning of year2012-12-31$16,322,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$296,812
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$44,380
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$44,380
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$473,996
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$36,414
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$823
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$1,101,412
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,424,272
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,322,860
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$9,188,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,290,683
Value of interest in pooled separate accounts at end of year2012-12-31$816,548
Value of interest in pooled separate accounts at beginning of year2012-12-31$642,141
Interest earned on other investments2012-12-31$296,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,419,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,353,622
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$271,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,127,895
Net investment gain/loss from pooled separate accounts2012-12-31$66,343
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$43,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$681,011
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 name2012-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2012-12-31560574444
2011 : CATAWBA COLLEGE 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$644,315
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$996,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$996,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$484,009
Value of total assets at end of year2011-12-31$16,322,860
Value of total assets at beginning of year2011-12-31$16,674,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$291,907
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$480,206
Participant contributions at end of year2011-12-31$36,414
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-351,908
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,322,860
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,674,768
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$8,290,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,066,411
Value of interest in pooled separate accounts at end of year2011-12-31$642,141
Value of interest in pooled separate accounts at beginning of year2011-12-31$553,933
Interest earned on other investments2011-12-31$291,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,353,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,054,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-206,284
Net investment gain/loss from pooled separate accounts2011-12-31$74,683
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$996,223
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 name2011-12-31CHERRY, BEKAERT & HOLLAND LLP
Accountancy firm EIN2011-12-31560574444
2010 : CATAWBA COLLEGE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,932,835
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$786,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$786,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$532,271
Value of total assets at end of year2010-12-31$16,674,768
Value of total assets at beginning of year2010-12-31$15,528,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$265,587
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$530,864
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,407
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$1,146,507
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,674,768
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,528,261
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$9,066,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,245,069
Value of interest in pooled separate accounts at end of year2010-12-31$553,933
Value of interest in pooled separate accounts at beginning of year2010-12-31$429,711
Interest earned on other investments2010-12-31$265,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,054,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,853,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,070,485
Net investment gain/loss from pooled separate accounts2010-12-31$64,492
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$786,328
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 name2010-12-31CHERRY, BEKAERT & HOLLAND LLP
Accountancy firm EIN2010-12-31560574444
2009 : CATAWBA COLLEGE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CATAWBA COLLEGE RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103918
Policy instance 1
Insurance contract or identification number103918
Number of Individuals Covered316
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 number103918
Policy instance 1
Insurance contract or identification number103918
Number of Individuals Covered326
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 number103918
Policy instance 1
Insurance contract or identification number103918
Number of Individuals Covered347
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 number103918
Policy instance 1
Insurance contract or identification number103918
Number of Individuals Covered360
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 number103918
Policy instance 1
Insurance contract or identification number103918
Number of Individuals Covered344
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 number103918
Policy instance 1
Insurance contract or identification number103918
Number of Individuals Covered348
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 number103918
Policy instance 1
Insurance contract or identification number103918
Number of Individuals Covered360
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 number103918
Policy instance 1
Insurance contract or identification number103918
Number of Individuals Covered362
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 number103918
Policy instance 1
Insurance contract or identification number103918
Number of Individuals Covered373
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 number103918
Policy instance 1
Insurance contract or identification number103918
Number of Individuals Covered461
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 number103918
Policy instance 1
Insurance contract or identification number103918
Number of Individuals Covered457
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 number103918
Policy instance 1
Insurance contract or identification number103918
Number of Individuals Covered458
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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