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SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameSPELMAN COLLEGE DEFINED CONTRIBUTION PLAN
Plan identification number 001

SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name:SPELMAN COLLEGE
Employer identification number (EIN):580566243
NAIC Classification:611000

Additional information about SPELMAN COLLEGE

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 644570

More information about SPELMAN COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPELMAN COLLEGE DEFINED CONTRIBUTION 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
0012018-01-01
0012017-01-01ROBERT FLANIGAN
0012016-01-01ROBERT FLANIGAN
0012015-01-01ROBERT FLANIGAN
0012014-01-01ROBERT FLANIGAN
0012013-01-01ROBERT FLANIGAN
0012012-01-01JOHN CUNNINGHAM
0012011-01-01JOHN CUNNINGHAM
0012010-01-01JOHN CUNNINGHAM
0012009-01-01JOHN CUNNINGHAM

Plan Statistics for SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,275
Total number of active participants reported on line 7a of the Form 55002022-01-01696
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01597
Total of all active and inactive participants2022-01-011,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0133
Total participants2022-01-011,326
Number of participants with account balances2022-01-011,290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0125
2021: SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,244
Total number of active participants reported on line 7a of the Form 55002021-01-01710
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01549
Total of all active and inactive participants2021-01-011,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0130
Total participants2021-01-011,289
Number of participants with account balances2021-01-011,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,387
Total number of active participants reported on line 7a of the Form 55002020-01-01639
Number of other retired or separated participants entitled to future benefits2020-01-01546
Total of all active and inactive participants2020-01-011,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-011,195
Number of participants with account balances2020-01-011,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,487
Total number of active participants reported on line 7a of the Form 55002019-01-01659
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01720
Total of all active and inactive participants2019-01-011,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-011,389
Number of participants with account balances2019-01-011,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,473
Total number of active participants reported on line 7a of the Form 55002018-01-01715
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01764
Total of all active and inactive participants2018-01-011,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-011,487
Number of participants with account balances2018-01-011,487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,433
Total number of active participants reported on line 7a of the Form 55002017-01-01688
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01777
Total of all active and inactive participants2017-01-011,465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-011,473
Number of participants with account balances2017-01-011,473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,402
Total number of active participants reported on line 7a of the Form 55002016-01-01667
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01757
Total of all active and inactive participants2016-01-011,424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-011,433
Number of participants with account balances2016-01-011,431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0140
2015: SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,361
Total number of active participants reported on line 7a of the Form 55002015-01-01675
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01716
Total of all active and inactive participants2015-01-011,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0111
Total participants2015-01-011,402
Number of participants with account balances2015-01-011,385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,348
Total number of active participants reported on line 7a of the Form 55002014-01-01627
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01724
Total of all active and inactive participants2014-01-011,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0111
Total participants2014-01-011,362
Number of participants with account balances2014-01-011,350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,387
Total number of active participants reported on line 7a of the Form 55002013-01-01636
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01713
Total of all active and inactive participants2013-01-011,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0111
Total participants2013-01-011,360
Number of participants with account balances2013-01-011,337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01107
2012: SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,417
Total number of active participants reported on line 7a of the Form 55002012-01-01781
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01598
Total of all active and inactive participants2012-01-011,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-011,387
Number of participants with account balances2012-01-011,326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01140
2011: SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,366
Total number of active participants reported on line 7a of the Form 55002011-01-011,102
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01310
Total of all active and inactive participants2011-01-011,412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-011,417
Number of participants with account balances2011-01-011,302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0121
2010: SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,282
Total number of active participants reported on line 7a of the Form 55002010-01-011,085
Number of other retired or separated participants entitled to future benefits2010-01-01279
Total of all active and inactive participants2010-01-011,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-011,368
Number of participants with account balances2010-01-011,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,275
Total number of active participants reported on line 7a of the Form 55002009-01-011,033
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01236
Total of all active and inactive participants2009-01-011,269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,272
Number of participants with account balances2009-01-011,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : SPELMAN COLLEGE DEFINED CONTRIBUTION 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$0
Total income from all sources (including contributions)2022-12-31$-5,564,224
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,361,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,325,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,240,453
Value of total assets at end of year2022-12-31$81,945,719
Value of total assets at beginning of year2022-12-31$90,871,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,906
Total interest from all sources2022-12-31$998,938
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,084,298
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$2,084,298
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$1,773,495
Other income not declared elsewhere2022-12-31$18,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,925,923
Value of net assets at end of year (total assets less liabilities)2022-12-31$81,945,719
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$90,871,642
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$53,492,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$63,339,800
Value of interest in pooled separate accounts at end of year2022-12-31$3,837,502
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,312,340
Interest earned on other investments2022-12-31$998,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$24,615,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$24,219,502
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$884,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,185,632
Net investment gain/loss from pooled separate accounts2022-12-31$279,527
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$2,466,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,441,472
Contract administrator fees2022-12-31$35,906
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : SPELMAN COLLEGE DEFINED CONTRIBUTION 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$14,016,578
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,772,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,724,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,861,839
Value of total assets at end of year2021-12-31$90,871,642
Value of total assets at beginning of year2021-12-31$80,627,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$47,680
Total interest from all sources2021-12-31$838,344
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,121,216
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$3,121,216
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$1,630,109
Other income not declared elsewhere2021-12-31$9,121
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$10,244,363
Value of net assets at end of year (total assets less liabilities)2021-12-31$90,871,642
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$80,627,279
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$63,339,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$54,032,697
Value of interest in pooled separate accounts at end of year2021-12-31$3,312,340
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,789,049
Interest earned on other investments2021-12-31$838,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$24,219,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$23,805,533
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$586,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,688,716
Net investment gain/loss from pooled separate accounts2021-12-31$497,342
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$2,231,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,137,683
Contract administrator fees2021-12-31$47,680
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : SPELMAN COLLEGE DEFINED CONTRIBUTION 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$12,196,742
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,281,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,280,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,878,763
Value of total assets at end of year2020-12-31$80,627,279
Value of total assets at beginning of year2020-12-31$75,712,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,499
Total interest from all sources2020-12-31$930,563
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,168,272
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$1,168,272
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$1,623,503
Other income not declared elsewhere2020-12-31$9,231
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$4,914,971
Value of net assets at end of year (total assets less liabilities)2020-12-31$80,627,279
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$75,712,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$54,032,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$49,419,311
Value of interest in pooled separate accounts at end of year2020-12-31$2,789,049
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,258,234
Interest earned on other investments2020-12-31$930,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$23,805,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$23,034,763
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$503,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,238,011
Net investment gain/loss from pooled separate accounts2020-12-31$-28,098
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$2,255,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,776,794
Contract administrator fees2020-12-31$1,499
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 name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : SPELMAN COLLEGE DEFINED CONTRIBUTION 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$14,244,966
Total income from all sources (including contributions)2019-12-31$14,244,966
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,402,079
Total of all expenses incurred2019-12-31$3,402,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,401,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,401,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,626,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,626,760
Value of total assets at end of year2019-12-31$75,712,308
Value of total assets at end of year2019-12-31$75,712,308
Value of total assets at beginning of year2019-12-31$64,869,421
Value of total assets at beginning of year2019-12-31$64,869,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$254
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$254
Total interest from all sources2019-12-31$913,733
Total interest from all sources2019-12-31$913,733
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$971,469
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$971,469
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$971,469
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$971,469
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$1,632,048
Contributions received from participants2019-12-31$1,632,048
Other income not declared elsewhere2019-12-31$9,504
Other income not declared elsewhere2019-12-31$9,504
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$10,842,887
Value of net income/loss2019-12-31$10,842,887
Value of net assets at end of year (total assets less liabilities)2019-12-31$75,712,308
Value of net assets at end of year (total assets less liabilities)2019-12-31$75,712,308
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$64,869,421
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$64,869,421
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$49,419,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$49,419,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$39,010,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$39,010,628
Value of interest in pooled separate accounts at end of year2019-12-31$3,258,234
Value of interest in pooled separate accounts at end of year2019-12-31$3,258,234
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,067,245
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,067,245
Interest earned on other investments2019-12-31$913,733
Interest earned on other investments2019-12-31$913,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$23,034,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$23,034,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$22,791,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$22,791,548
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$578,763
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$578,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,553,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,553,484
Net investment gain/loss from pooled separate accounts2019-12-31$170,016
Net investment gain/loss from pooled separate accounts2019-12-31$170,016
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$1,994,712
Contributions received in cash from employer2019-12-31$1,994,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,823,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,823,062
Contract administrator fees2019-12-31$254
Contract administrator fees2019-12-31$254
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 name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : SPELMAN COLLEGE DEFINED CONTRIBUTION 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$1,087,889
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,604,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,603,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,474,405
Value of total assets at end of year2018-12-31$64,869,421
Value of total assets at beginning of year2018-12-31$67,386,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$745
Total interest from all sources2018-12-31$935,602
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,181,238
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$1,181,238
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$1,392,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,516,775
Value of net assets at end of year (total assets less liabilities)2018-12-31$64,869,421
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$67,386,196
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$39,010,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$42,488,856
Value of interest in pooled separate accounts at end of year2018-12-31$3,067,245
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,771,822
Interest earned on other investments2018-12-31$935,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$22,791,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$22,125,518
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$406,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,639,923
Net investment gain/loss from pooled separate accounts2018-12-31$136,567
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$2,082,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,197,801
Contract administrator fees2018-12-31$745
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : SPELMAN COLLEGE DEFINED CONTRIBUTION 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$11,437,558
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,076,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,076,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,315,959
Value of total assets at end of year2017-12-31$67,386,196
Value of total assets at beginning of year2017-12-31$60,025,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$292
Total interest from all sources2017-12-31$888,628
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$823,401
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$823,401
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$1,309,129
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$7,361,120
Value of net assets at end of year (total assets less liabilities)2017-12-31$67,386,196
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$60,025,076
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$42,488,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$35,465,706
Value of interest in pooled separate accounts at end of year2017-12-31$2,771,822
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,288,560
Interest earned on other investments2017-12-31$888,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$22,125,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$22,270,810
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$689,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,299,978
Net investment gain/loss from pooled separate accounts2017-12-31$109,592
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$2,006,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,386,422
Contract administrator fees2017-12-31$292
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : SPELMAN COLLEGE DEFINED CONTRIBUTION 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$6,742,366
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,278,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,278,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,175,831
Value of total assets at end of year2016-12-31$60,025,076
Value of total assets at beginning of year2016-12-31$57,561,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$967,346
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$541,621
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$541,621
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$1,239,816
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$2,463,767
Value of net assets at end of year (total assets less liabilities)2016-12-31$60,025,076
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$57,561,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$35,465,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,693,587
Value of interest in pooled separate accounts at end of year2016-12-31$2,288,560
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,056,007
Interest earned on other investments2016-12-31$967,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$22,270,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$21,811,715
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$806,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,948,694
Net investment gain/loss from pooled separate accounts2016-12-31$108,874
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$1,936,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,471,680
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : SPELMAN COLLEGE DEFINED CONTRIBUTION 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$3,982,614
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,212,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,212,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,008,552
Value of total assets at end of year2015-12-31$57,561,309
Value of total assets at beginning of year2015-12-31$57,790,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$52
Total interest from all sources2015-12-31$922,336
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$660,072
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$660,072
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$1,214,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-229,664
Value of net assets at end of year (total assets less liabilities)2015-12-31$57,561,309
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$57,790,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$33,693,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$33,832,710
Value of interest in pooled separate accounts at end of year2015-12-31$2,056,007
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,657,743
Interest earned on other investments2015-12-31$922,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$21,811,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$22,300,520
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,298,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-749,070
Net investment gain/loss from pooled separate accounts2015-12-31$140,724
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$1,794,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,913,894
Contract administrator fees2015-12-31$52
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,798,561
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,523,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,523,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,706,890
Value of total assets at end of year2014-12-31$57,790,973
Value of total assets at beginning of year2014-12-31$54,515,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$942,492
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$559,309
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$559,309
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,124,327
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$3,275,523
Value of net assets at end of year (total assets less liabilities)2014-12-31$57,790,973
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$54,515,450
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$33,832,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$31,459,047
Value of interest in pooled separate accounts at end of year2014-12-31$1,657,743
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,501,663
Interest earned on other investments2014-12-31$942,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$22,300,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$21,554,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,406,231
Net investment gain/loss from pooled separate accounts2014-12-31$183,639
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$1,582,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,523,038
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 name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : SPELMAN COLLEGE DEFINED CONTRIBUTION 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$9,482,431
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,188,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,188,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,656,153
Value of total assets at end of year2013-12-31$54,515,450
Value of total assets at beginning of year2013-12-31$47,221,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$432,923
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$432,923
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,101,321
Other income not declared elsewhere2013-12-31$920,615
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$7,293,474
Value of net assets at end of year (total assets less liabilities)2013-12-31$54,515,450
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$47,221,976
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$31,459,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,423,846
Value of interest in pooled separate accounts at end of year2013-12-31$1,501,663
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,385,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$21,554,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$21,412,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,338,585
Net investment gain/loss from pooled separate accounts2013-12-31$134,155
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$1,554,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,188,957
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 name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : SPELMAN COLLEGE DEFINED CONTRIBUTION 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$6,699,513
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,180,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,180,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,569,861
Value of total assets at end of year2012-12-31$47,221,976
Value of total assets at beginning of year2012-12-31$42,703,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$851,765
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$202,587
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$202,587
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,076,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,518,890
Value of net assets at end of year (total assets less liabilities)2012-12-31$47,221,976
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$42,703,086
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$24,423,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,758,013
Value of interest in pooled separate accounts at end of year2012-12-31$1,385,383
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,192,466
Interest earned on other investments2012-12-31$851,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$21,412,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$20,752,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,950,407
Net investment gain/loss from pooled separate accounts2012-12-31$124,893
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$1,493,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,180,623
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 name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$296
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$3,045,721
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,890,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,890,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,551,273
Value of total assets at end of year2011-12-31$42,703,086
Value of total assets at beginning of year2011-12-31$41,547,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$236,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,040,749
Other income not declared elsewhere2011-12-31$835,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,155,675
Value of net assets at end of year (total assets less liabilities)2011-12-31$42,703,086
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$41,547,115
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$20,758,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,114,121
Value of interest in pooled separate accounts at end of year2011-12-31$1,192,466
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,033,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$20,752,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$20,399,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-712,110
Net investment gain/loss from pooled separate accounts2011-12-31$133,852
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$1,510,524
Income. Dividends from common stock2011-12-31$236,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,890,046
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 name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : SPELMAN COLLEGE DEFINED CONTRIBUTION 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$5,637,094
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,233,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,233,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,372,474
Value of total assets at end of year2010-12-31$41,547,115
Value of total assets at beginning of year2010-12-31$37,143,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$54,417
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$54,417
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$983,709
Other income not declared elsewhere2010-12-31$769,368
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$4,403,705
Value of net assets at end of year (total assets less liabilities)2010-12-31$41,547,115
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$37,143,410
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$20,114,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,664,504
Value of interest in pooled separate accounts at end of year2010-12-31$1,033,482
Value of interest in pooled separate accounts at beginning of year2010-12-31$847,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$20,399,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$19,631,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,322,531
Net investment gain/loss from pooled separate accounts2010-12-31$118,304
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$1,388,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,233,389
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 name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590
2009 : SPELMAN COLLEGE DEFINED CONTRIBUTION 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 SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN

2022: SPELMAN COLLEGE DEFINED CONTRIBUTION 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: SPELMAN COLLEGE DEFINED CONTRIBUTION 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: SPELMAN COLLEGE DEFINED CONTRIBUTION 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: SPELMAN COLLEGE DEFINED CONTRIBUTION 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: SPELMAN COLLEGE DEFINED CONTRIBUTION 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: SPELMAN COLLEGE DEFINED CONTRIBUTION 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: SPELMAN COLLEGE DEFINED CONTRIBUTION 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: SPELMAN COLLEGE DEFINED CONTRIBUTION 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: SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SPELMAN COLLEGE DEFINED CONTRIBUTION 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: SPELMAN COLLEGE DEFINED CONTRIBUTION 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: SPELMAN COLLEGE DEFINED CONTRIBUTION 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: SPELMAN COLLEGE DEFINED CONTRIBUTION 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: SPELMAN COLLEGE DEFINED CONTRIBUTION 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 number150391
Policy instance 1
Insurance contract or identification number150391
Number of Individuals Covered682
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 number150391
Policy instance 1
Insurance contract or identification number150391
Number of Individuals Covered688
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150391
Policy instance 1
Insurance contract or identification number150391
Number of Individuals Covered687
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150391
Policy instance 1
Insurance contract or identification number150391
Number of Individuals Covered726
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150391
Policy instance 1
Insurance contract or identification number150391
Number of Individuals Covered777
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150391
Policy instance 1
Insurance contract or identification number150391
Number of Individuals Covered786
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150391
Policy instance 1
Insurance contract or identification number150391
Number of Individuals Covered802
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150391
Policy instance 1
Insurance contract or identification number150391
Number of Individuals Covered818
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150391
Policy instance 1
Insurance contract or identification number150391
Number of Individuals Covered824
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150391
Policy instance 1
Insurance contract or identification number150391
Number of Individuals Covered1326
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150391
Policy instance 1
Insurance contract or identification number150391
Number of Individuals Covered1302
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 number150391
Policy instance 1
Insurance contract or identification number150391
Number of Individuals Covered1267
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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