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WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameWOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:WOFFORD COLLEGE
Employer identification number (EIN):570314422
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHEE J. LEE CHEE J. LEE2018-10-12
0012016-01-01BARBARA F. JEFFERSON BARBARA F. JEFFERSON2017-10-11
0012015-01-01BARBARA F. JEFFERSON BARBARA F. JEFFERSON2016-10-17
0012014-01-01BARBARA F. JEFFERSON BARBARA F. JEFFERSON2015-10-15
0012014-01-01BARBARA F. JEFFERSON BARBARA F. JEFFERSON2015-10-14
0012013-01-01BARBARA F. JEFFERSON BARBARA F. JEFFERSON2014-10-10
0012012-01-01BARBARA F. JEFFERSON BARBARA F. JEFFERSON2013-10-07
0012011-01-01BARBARA F. JEFFERSON
0012010-01-01ROBERT L. KEASLER
0012009-01-01ROBERT L. KEASLER ROBERT L. KEASLER2010-10-06

Plan Statistics for WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01744
Total number of active participants reported on line 7a of the Form 55002022-01-01455
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01312
Total of all active and inactive participants2022-01-01767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0115
Total participants2022-01-01782
Number of participants with account balances2022-01-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01799
Total number of active participants reported on line 7a of the Form 55002021-01-01428
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01309
Total of all active and inactive participants2021-01-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-01751
Number of participants with account balances2021-01-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01799
Total number of active participants reported on line 7a of the Form 55002020-01-01447
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01351
Total of all active and inactive participants2020-01-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01804
Number of participants with account balances2020-01-01800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01787
Total number of active participants reported on line 7a of the Form 55002019-01-01447
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01345
Total of all active and inactive participants2019-01-01792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-01799
Number of participants with account balances2019-01-01794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01772
Total number of active participants reported on line 7a of the Form 55002018-01-01435
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01349
Total of all active and inactive participants2018-01-01784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01788
Number of participants with account balances2018-01-01781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01754
Total number of active participants reported on line 7a of the Form 55002017-01-01437
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01331
Total of all active and inactive participants2017-01-01768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01772
Number of participants with account balances2017-01-01767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01723
Total number of active participants reported on line 7a of the Form 55002016-01-01417
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01334
Total of all active and inactive participants2016-01-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01754
Number of participants with account balances2016-01-01752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01680
Total number of active participants reported on line 7a of the Form 55002015-01-01403
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01319
Total of all active and inactive participants2015-01-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01725
Number of participants with account balances2015-01-01723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01656
Total number of active participants reported on line 7a of the Form 55002014-01-01372
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01305
Total of all active and inactive participants2014-01-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01680
Number of participants with account balances2014-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01661
Total number of active participants reported on line 7a of the Form 55002013-01-01443
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01301
Total of all active and inactive participants2013-01-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01747
Number of participants with account balances2013-01-01655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01646
Total number of active participants reported on line 7a of the Form 55002012-01-01377
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01276
Total of all active and inactive participants2012-01-01653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01655
Number of participants with account balances2012-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01704
Total number of active participants reported on line 7a of the Form 55002011-01-01367
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01276
Total of all active and inactive participants2011-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01646
Number of participants with account balances2011-01-01635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01693
Total number of active participants reported on line 7a of the Form 55002010-01-01412
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01290
Total of all active and inactive participants2010-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01705
Number of participants with account balances2010-01-01626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01779
Total number of active participants reported on line 7a of the Form 55002009-01-01725
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0175
Total of all active and inactive participants2009-01-01800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01801
Number of participants with account balances2009-01-01704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : WOFFORD COLLEGE DEFINED CONTRIBUTION 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$0
Total income from all sources (including contributions)2022-12-31$-9,157,065
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,716,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,714,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,266,698
Value of total assets at end of year2022-12-31$85,296,278
Value of total assets at beginning of year2022-12-31$101,169,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,709
Total interest from all sources2022-12-31$746,593
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,518,594
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$1,518,594
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$1,423,567
Participant contributions at end of year2022-12-31$24,721
Participant contributions at beginning of year2022-12-31$29,463
Assets. Other investments not covered elsewhere at end of year2022-12-31$57,782
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$25,258
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$193,639
Other income not declared elsewhere2022-12-31$15,254
Administrative expenses (other) incurred2022-12-31$1,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,873,316
Value of net assets at end of year (total assets less liabilities)2022-12-31$85,296,278
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$101,169,594
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$62,697,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$78,749,078
Value of interest in pooled separate accounts at end of year2022-12-31$3,393,154
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,507,952
Interest on participant loans2022-12-31$1,178
Interest earned on other investments2022-12-31$745,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$19,123,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$18,857,843
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,086,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,994,066
Net investment gain/loss from pooled separate accounts2022-12-31$289,862
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$2,649,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,628,378
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 : WOFFORD COLLEGE DEFINED CONTRIBUTION 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$16,424,840
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,399,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,399,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,996,440
Value of total assets at end of year2021-12-31$101,169,594
Value of total assets at beginning of year2021-12-31$92,144,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$886
Total interest from all sources2021-12-31$651,003
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,110,769
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$2,110,769
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,398,784
Participant contributions at end of year2021-12-31$29,463
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$25,258
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$15,917
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$66,377
Other income not declared elsewhere2021-12-31$19,723
Administrative expenses (other) incurred2021-12-31$886
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$9,024,931
Value of net assets at end of year (total assets less liabilities)2021-12-31$101,169,594
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$92,144,663
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$78,749,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$69,746,555
Value of interest in pooled separate accounts at end of year2021-12-31$3,507,952
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,945,980
Interest on participant loans2021-12-31$1,149
Interest earned on other investments2021-12-31$649,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$18,857,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$19,436,211
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,298,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,112,565
Net investment gain/loss from pooled separate accounts2021-12-31$534,340
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$2,531,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,100,739
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 : WOFFORD COLLEGE DEFINED CONTRIBUTION 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$14,879,879
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,394,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,393,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,742,625
Value of total assets at end of year2020-12-31$92,144,663
Value of total assets at beginning of year2020-12-31$83,658,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$415
Total interest from all sources2020-12-31$713,685
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,254,115
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$1,254,115
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,291,280
Assets. Other investments not covered elsewhere at end of year2020-12-31$15,917
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$19,609
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$73,476
Other income not declared elsewhere2020-12-31$24,178
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$8,485,731
Value of net assets at end of year (total assets less liabilities)2020-12-31$92,144,663
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$83,658,932
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$415
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$69,746,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$62,479,756
Value of interest in pooled separate accounts at end of year2020-12-31$2,945,980
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,057,812
Interest earned on other investments2020-12-31$713,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$19,436,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$18,101,755
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,046,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,172,062
Net investment gain/loss from pooled separate accounts2020-12-31$-26,786
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$2,377,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,346,917
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 : WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,874,110
Total income from all sources (including contributions)2019-12-31$16,874,110
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,079,287
Total of all expenses incurred2019-12-31$5,079,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,079,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,079,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,554,256
Value of total assets at end of year2019-12-31$83,658,932
Value of total assets at end of year2019-12-31$83,658,932
Value of total assets at beginning of year2019-12-31$71,864,109
Value of total assets at beginning of year2019-12-31$71,864,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64
Total interest from all sources2019-12-31$694,863
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,076,970
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$1,076,970
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$1,222,819
Assets. Other investments not covered elsewhere at end of year2019-12-31$19,609
Assets. Other investments not covered elsewhere at end of year2019-12-31$19,609
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,452
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,452
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$64,383
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$64,383
Other income not declared elsewhere2019-12-31$17,923
Other income not declared elsewhere2019-12-31$17,923
Administrative expenses (other) incurred2019-12-31$64
Administrative expenses (other) incurred2019-12-31$64
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$11,794,823
Value of net income/loss2019-12-31$11,794,823
Value of net assets at end of year (total assets less liabilities)2019-12-31$83,658,932
Value of net assets at end of year (total assets less liabilities)2019-12-31$83,658,932
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$71,864,109
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$71,864,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$62,479,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$62,479,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$51,203,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$51,203,760
Value of interest in pooled separate accounts at end of year2019-12-31$3,057,812
Value of interest in pooled separate accounts at end of year2019-12-31$3,057,812
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,725,079
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,725,079
Interest earned on other investments2019-12-31$694,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,101,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,101,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,923,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,923,818
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$811,048
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$811,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,375,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,375,620
Net investment gain/loss from pooled separate accounts2019-12-31$154,478
Net investment gain/loss from pooled separate accounts2019-12-31$154,478
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$2,267,054
Contributions received in cash from employer2019-12-31$2,267,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,268,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,268,175
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 : WOFFORD COLLEGE DEFINED CONTRIBUTION 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$666,560
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,715,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,715,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,212,911
Value of total assets at end of year2018-12-31$71,864,109
Value of total assets at beginning of year2018-12-31$74,913,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$714,258
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,264,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,264,509
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$1,084,339
Assets. Other investments not covered elsewhere at end of year2018-12-31$11,452
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$903,513
Other income not declared elsewhere2018-12-31$28,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,049,186
Value of net assets at end of year (total assets less liabilities)2018-12-31$71,864,109
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$74,913,295
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$51,203,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$55,026,707
Value of interest in pooled separate accounts at end of year2018-12-31$2,725,079
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,411,237
Interest earned on other investments2018-12-31$714,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,923,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17,475,351
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$5,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,674,850
Net investment gain/loss from pooled separate accounts2018-12-31$121,282
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$2,225,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,709,828
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 : WOFFORD COLLEGE DEFINED CONTRIBUTION 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$13,532,258
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,048,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,040,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,449,972
Value of total assets at end of year2017-12-31$74,913,295
Value of total assets at beginning of year2017-12-31$65,429,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,291
Total interest from all sources2017-12-31$694,848
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$841,658
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$841,658
Administrative expenses professional fees incurred2017-12-31$8,291
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$1,065,817
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$271,146
Other income not declared elsewhere2017-12-31$8,141
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$9,483,459
Value of net assets at end of year (total assets less liabilities)2017-12-31$74,913,295
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$65,429,836
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$55,026,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$45,243,611
Value of interest in pooled separate accounts at end of year2017-12-31$2,411,237
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,491,234
Interest earned on other investments2017-12-31$694,848
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17,475,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$17,685,716
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$429,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,428,623
Net investment gain/loss from pooled separate accounts2017-12-31$109,016
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$2,113,009
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$9,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,611,161
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 : WOFFORD COLLEGE DEFINED CONTRIBUTION 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$8,640,312
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,155,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,147,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,395,755
Value of total assets at end of year2016-12-31$65,429,836
Value of total assets at beginning of year2016-12-31$62,944,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,250
Total interest from all sources2016-12-31$760,463
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$578,305
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$578,305
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$981,342
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$310
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,412,455
Other income not declared elsewhere2016-12-31$5,728
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$2,484,977
Value of net assets at end of year (total assets less liabilities)2016-12-31$65,429,836
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$62,944,859
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
Investment advisory and management fees2016-12-31$8,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$45,243,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$43,276,638
Value of interest in pooled separate accounts at end of year2016-12-31$2,491,234
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,179,226
Interest earned on other investments2016-12-31$760,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$17,685,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$17,473,887
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,696,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,779,964
Net investment gain/loss from pooled separate accounts2016-12-31$120,097
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$2,001,958
Employer contributions (assets) at end of year2016-12-31$9,275
Employer contributions (assets) at beginning of year2016-12-31$14,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,450,336
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 : WOFFORD COLLEGE DEFINED CONTRIBUTION 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$4,301,759
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,303,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,277,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,480,833
Value of total assets at end of year2015-12-31$62,944,859
Value of total assets at beginning of year2015-12-31$61,946,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,240
Total interest from all sources2015-12-31$700,933
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$758,985
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$758,985
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$988,633
Participant contributions at end of year2015-12-31$310
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$462,447
Other income not declared elsewhere2015-12-31$32,783
Administrative expenses (other) incurred2015-12-31$1,490
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$997,898
Value of net assets at end of year (total assets less liabilities)2015-12-31$62,944,859
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$61,946,961
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
Investment advisory and management fees2015-12-31$24,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$43,276,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$43,122,640
Value of interest in pooled separate accounts at end of year2015-12-31$2,179,226
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,134,315
Interest earned on other investments2015-12-31$700,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$17,473,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$16,687,100
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$34,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-845,776
Net investment gain/loss from pooled separate accounts2015-12-31$174,001
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$2,029,753
Employer contributions (assets) at end of year2015-12-31$14,798
Employer contributions (assets) at beginning of year2015-12-31$2,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,242,631
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 : WOFFORD COLLEGE DEFINED CONTRIBUTION 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$6,468,901
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,645,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,645,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,785,249
Value of total assets at end of year2014-12-31$61,946,961
Value of total assets at beginning of year2014-12-31$61,123,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$725,889
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$656,879
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$656,879
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$903,561
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$41,184
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$823,863
Value of net assets at end of year (total assets less liabilities)2014-12-31$61,946,961
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$61,123,098
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$43,122,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$42,068,616
Value of interest in pooled separate accounts at end of year2014-12-31$2,134,315
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,883,816
Interest earned on other investments2014-12-31$725,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$16,687,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$17,170,666
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,476,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,067,776
Net investment gain/loss from pooled separate accounts2014-12-31$233,108
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$1,840,504
Employer contributions (assets) at end of year2014-12-31$2,906
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,168,926
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 : WOFFORD COLLEGE DEFINED CONTRIBUTION 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$11,543,406
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,116,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,116,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,620,371
Value of total assets at end of year2013-12-31$61,123,098
Value of total assets at beginning of year2013-12-31$53,695,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$707,729
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$559,153
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$559,153
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$811,465
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$43,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,427,312
Value of net assets at end of year (total assets less liabilities)2013-12-31$61,123,098
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$53,695,786
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$42,068,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,179,219
Value of interest in pooled separate accounts at end of year2013-12-31$1,883,816
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,644,493
Interest earned on other investments2013-12-31$707,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$17,170,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$17,872,074
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$504,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,494,673
Net investment gain/loss from pooled separate accounts2013-12-31$161,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,765,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,612,010
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 : WOFFORD COLLEGE DEFINED CONTRIBUTION 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$8,844,079
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,450,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,449,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,445,204
Value of total assets at end of year2012-12-31$53,695,786
Value of total assets at beginning of year2012-12-31$47,301,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$629
Total interest from all sources2012-12-31$705,847
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$258,794
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$258,794
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$844,827
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$874,804
Other income not declared elsewhere2012-12-31$130
Administrative expenses (other) incurred2012-12-31$629
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$6,393,858
Value of net assets at end of year (total assets less liabilities)2012-12-31$53,695,786
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$47,301,928
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$34,179,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,328,708
Value of interest in pooled separate accounts at end of year2012-12-31$1,644,493
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,245,380
Interest earned on other investments2012-12-31$705,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$17,872,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$17,727,840
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$575,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,292,814
Net investment gain/loss from pooled separate accounts2012-12-31$141,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,725,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,874,171
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 : WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,390,524
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,837,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,837,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,590,748
Value of total assets at end of year2011-12-31$47,301,928
Value of total assets at beginning of year2011-12-31$46,748,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$685,325
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$120,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$120,409
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$815,073
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$197,226
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$553,435
Value of net assets at end of year (total assets less liabilities)2011-12-31$47,301,928
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$46,748,493
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$28,328,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$28,706,178
Value of interest in pooled separate accounts at end of year2011-12-31$1,245,380
Value of interest in pooled separate accounts at beginning of year2011-12-31$983,992
Interest earned on other investments2011-12-31$685,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$17,727,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$17,058,323
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$105,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,139,364
Net investment gain/loss from pooled separate accounts2011-12-31$133,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,578,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,731,837
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 name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,514,819
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,955,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,955,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,137,265
Value of total assets at end of year2010-12-31$46,748,493
Value of total assets at beginning of year2010-12-31$42,189,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$632,119
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$60,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$60,334
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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$712,603
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,558,843
Value of net assets at end of year (total assets less liabilities)2010-12-31$46,748,493
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$42,189,650
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$28,706,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$24,329,055
Value of interest in pooled separate accounts at end of year2010-12-31$983,992
Value of interest in pooled separate accounts at beginning of year2010-12-31$789,745
Interest earned on other investments2010-12-31$632,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$17,058,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$17,070,850
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$835,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,573,817
Net investment gain/loss from pooled separate accounts2010-12-31$111,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,421,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,120,681
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 name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981
2009 : WOFFORD COLLEGE DEFINED CONTRIBUTION 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 WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

2022: WOFFORD COLLEGE DEFINED CONTRIBUTION 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: WOFFORD COLLEGE DEFINED CONTRIBUTION 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: WOFFORD COLLEGE DEFINED CONTRIBUTION 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: WOFFORD COLLEGE DEFINED CONTRIBUTION 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: WOFFORD COLLEGE DEFINED CONTRIBUTION 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: WOFFORD COLLEGE DEFINED CONTRIBUTION 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: WOFFORD COLLEGE DEFINED CONTRIBUTION 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: WOFFORD COLLEGE DEFINED CONTRIBUTION 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: WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: WOFFORD COLLEGE DEFINED CONTRIBUTION 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: WOFFORD COLLEGE DEFINED CONTRIBUTION 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: WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WOFFORD COLLEGE DEFINED CONTRIBUTION 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 number103763
Policy instance 1
Insurance contract or identification number103763
Number of Individuals Covered412
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 number103763
Policy instance 1
Insurance contract or identification number103763
Number of Individuals Covered417
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number103763
Policy instance 1
Insurance contract or identification number103763
Number of Individuals Covered430
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number103763
Policy instance 1
Insurance contract or identification number103763
Number of Individuals Covered448
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number103763
Policy instance 1
Insurance contract or identification number103763
Number of Individuals Covered463
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number103763
Policy instance 1
Insurance contract or identification number103763
Number of Individuals Covered466
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number103763
Policy instance 1
Insurance contract or identification number103763
Number of Individuals Covered489
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103763
Policy instance 1
Insurance contract or identification number103763
Number of Individuals Covered489
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103763
Policy instance 1
Insurance contract or identification number103763
Number of Individuals Covered495
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103763
Policy instance 1
Insurance contract or identification number103763
Number of Individuals Covered645
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103763
Policy instance 1
Insurance contract or identification number103763
Number of Individuals Covered635
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103763
Policy instance 1
Insurance contract or identification number103763
Number of Individuals Covered626
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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