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YOUNG HARRIS COLLEGE RETIREMENT PLAN 401k Plan overview

Plan NameYOUNG HARRIS COLLEGE RETIREMENT PLAN
Plan identification number 001

YOUNG HARRIS COLLEGE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name:YOUNG HARRIS COLLEGE
Employer identification number (EIN):580593414
NAIC Classification:611000

Additional information about YOUNG HARRIS COLLEGE

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 684899

More information about YOUNG HARRIS COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YOUNG HARRIS COLLEGE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01BO WRIGHT2023-11-15
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01WADE BENSON
0012016-07-01WADE BENSON
0012015-07-01WADE BENSON
0012014-07-01WADE BENSON
0012013-07-01WADE BENSON WADE BENSON2015-03-24
0012012-07-01WADE BENSON WADE BENSON2014-04-10
0012011-07-01WADE BENSON WADE BENSON2013-04-08
0012009-07-01WADE BENSON WADE BENSON2011-03-30

Plan Statistics for YOUNG HARRIS COLLEGE RETIREMENT PLAN

401k plan membership statisitcs for YOUNG HARRIS COLLEGE RETIREMENT PLAN

Measure Date Value
2022: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01537
Total number of active participants reported on line 7a of the Form 55002022-07-010
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-010
Number of participants with account balances2022-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01526
Total number of active participants reported on line 7a of the Form 55002021-07-01171
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01362
Total of all active and inactive participants2021-07-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-014
Total participants2021-07-01537
Number of participants with account balances2021-07-01529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01519
Total number of active participants reported on line 7a of the Form 55002020-07-01183
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01342
Total of all active and inactive participants2020-07-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01526
Number of participants with account balances2020-07-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01520
Total number of active participants reported on line 7a of the Form 55002019-07-01182
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01336
Total of all active and inactive participants2019-07-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01519
Number of participants with account balances2019-07-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01512
Total number of active participants reported on line 7a of the Form 55002018-07-01184
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01335
Total of all active and inactive participants2018-07-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01520
Number of participants with account balances2018-07-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01495
Total number of active participants reported on line 7a of the Form 55002017-07-01311
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01200
Total of all active and inactive participants2017-07-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01512
Number of participants with account balances2017-07-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01489
Total number of active participants reported on line 7a of the Form 55002016-07-01293
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01201
Total of all active and inactive participants2016-07-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01495
Number of participants with account balances2016-07-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01484
Total number of active participants reported on line 7a of the Form 55002015-07-01284
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01202
Total of all active and inactive participants2015-07-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-013
Total participants2015-07-01489
Number of participants with account balances2015-07-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01472
Total number of active participants reported on line 7a of the Form 55002014-07-01268
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01214
Total of all active and inactive participants2014-07-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01484
Number of participants with account balances2014-07-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01441
Total number of active participants reported on line 7a of the Form 55002013-07-01250
Number of other retired or separated participants entitled to future benefits2013-07-01227
Total of all active and inactive participants2013-07-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-012
Total participants2013-07-01479
Number of participants with account balances2013-07-01472
2012: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01406
Total number of active participants reported on line 7a of the Form 55002012-07-01390
Number of other retired or separated participants entitled to future benefits2012-07-0146
Total of all active and inactive participants2012-07-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01437
Number of participants with account balances2012-07-01419
2011: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01382
Total number of active participants reported on line 7a of the Form 55002011-07-01358
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0142
Total of all active and inactive participants2011-07-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01400
Number of participants with account balances2011-07-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01318
Total number of active participants reported on line 7a of the Form 55002009-07-01301
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0136
Total of all active and inactive participants2009-07-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01337
Number of participants with account balances2009-07-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on YOUNG HARRIS COLLEGE RETIREMENT PLAN

Measure Date Value
2023 : YOUNG HARRIS COLLEGE RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-31$0
Total transfer of assets from this plan2023-01-31$27,589,834
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Total income from all sources (including contributions)2023-01-31$1,808,371
Total loss/gain on sale of assets2023-01-31$0
Total of all expenses incurred2023-01-31$540,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$538,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$374,110
Value of total assets at end of year2023-01-31$0
Value of total assets at beginning of year2023-01-31$26,321,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$1,932
Total interest from all sources2023-01-31$233,167
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31No
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$1,000,000
If this is an individual account plan, was there a blackout period2023-01-31No
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Contributions received from participants2023-01-31$175,069
Participant contributions at end of year2023-01-31$0
Participant contributions at beginning of year2023-01-31$30,604
Participant contributions at end of year2023-01-31$0
Participant contributions at beginning of year2023-01-31$27,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$1,268,313
Value of net assets at end of year (total assets less liabilities)2023-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$26,321,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Investment advisory and management fees2023-01-31$1,882
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-31$14,970,565
Value of interest in pooled separate accounts at end of year2023-01-31$0
Value of interest in pooled separate accounts at beginning of year2023-01-31$1,717,974
Interest on participant loans2023-01-31$819
Interest earned on other investments2023-01-31$232,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-31$9,544,885
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-31$99,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-31$1,251,831
Net investment gain/loss from pooled separate accounts2023-01-31$-50,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31No
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Contributions received in cash from employer2023-01-31$199,041
Employer contributions (assets) at end of year2023-01-31$0
Employer contributions (assets) at beginning of year2023-01-31$29,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$438,491
Contract administrator fees2023-01-31$50
Did the plan have assets held for investment2023-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31Yes
Opinion of an independent qualified public accountant for this plan2023-01-31Disclaimer
Accountancy firm name2023-01-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2023-01-31721396621
2022 : YOUNG HARRIS COLLEGE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$621
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-1,645,731
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,608,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,606,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$699,832
Value of total assets at end of year2022-06-30$26,321,521
Value of total assets at beginning of year2022-06-30$29,575,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$2,563
Total interest from all sources2022-06-30$337,349
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$309,598
Participant contributions at end of year2022-06-30$30,604
Participant contributions at beginning of year2022-06-30$29,435
Participant contributions at end of year2022-06-30$27,870
Participant contributions at beginning of year2022-06-30$22,612
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$1,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-3,254,446
Value of net assets at end of year (total assets less liabilities)2022-06-30$26,321,521
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$29,575,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$2,538
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$14,970,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$18,936,961
Value of interest in pooled separate accounts at end of year2022-06-30$1,717,974
Value of interest in pooled separate accounts at beginning of year2022-06-30$1,420,835
Interest on participant loans2022-06-30$1,160
Interest earned on other investments2022-06-30$336,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$9,544,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$9,135,298
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$58,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,996,085
Net investment gain/loss from pooled separate accounts2022-06-30$313,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$388,517
Employer contributions (assets) at end of year2022-06-30$29,623
Employer contributions (assets) at beginning of year2022-06-30$30,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,547,739
Contract administrator fees2022-06-30$25
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2022-06-30721396621
2021 : YOUNG HARRIS COLLEGE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$6,074,378
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,301,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,299,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$687,100
Value of total assets at end of year2021-06-30$29,575,346
Value of total assets at beginning of year2021-06-30$24,802,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,789
Total interest from all sources2021-06-30$320,253
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$286,291
Participant contributions at end of year2021-06-30$29,435
Participant contributions at beginning of year2021-06-30$0
Participant contributions at end of year2021-06-30$22,612
Participant contributions at beginning of year2021-06-30$24,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$4,772,733
Value of net assets at end of year (total assets less liabilities)2021-06-30$29,575,346
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$24,802,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$1,789
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$18,936,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$15,075,871
Value of interest in pooled separate accounts at end of year2021-06-30$1,420,835
Value of interest in pooled separate accounts at beginning of year2021-06-30$1,332,612
Interest on participant loans2021-06-30$780
Interest earned on other investments2021-06-30$319,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$9,135,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$8,338,738
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$219,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$4,977,907
Net investment gain/loss from pooled separate accounts2021-06-30$89,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$400,809
Employer contributions (assets) at end of year2021-06-30$30,205
Employer contributions (assets) at beginning of year2021-06-30$31,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,080,555
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30WARREN AVERETT, LLC
Accountancy firm EIN2021-06-30454084437
2020 : YOUNG HARRIS COLLEGE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,791,589
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,499,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,498,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$728,323
Value of total assets at end of year2020-06-30$24,802,613
Value of total assets at beginning of year2020-06-30$24,510,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,026
Total interest from all sources2020-06-30$324,276
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$298,968
Participant contributions at end of year2020-06-30$24,197
Participant contributions at beginning of year2020-06-30$26,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$292,087
Value of net assets at end of year (total assets less liabilities)2020-06-30$24,802,613
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$24,510,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$1,026
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$15,075,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$14,848,009
Value of interest in pooled separate accounts at end of year2020-06-30$1,332,612
Value of interest in pooled separate accounts at beginning of year2020-06-30$1,312,938
Interest earned on other investments2020-06-30$324,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$8,338,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$8,269,505
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$31,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$725,367
Net investment gain/loss from pooled separate accounts2020-06-30$13,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$429,355
Employer contributions (assets) at end of year2020-06-30$31,195
Employer contributions (assets) at beginning of year2020-06-30$53,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,467,453
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WARREN AVERETT, LLC
Accountancy firm EIN2020-06-30454084437
2019 : YOUNG HARRIS COLLEGE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,125,630
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,917,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,917,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,040,304
Value of total assets at end of year2019-06-30$24,510,526
Value of total assets at beginning of year2019-06-30$24,302,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$450
Total interest from all sources2019-06-30$334,966
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$663,205
Amount contributed by the employer to the plan for this plan year2019-06-30$663,205
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$327,948
Participant contributions at end of year2019-06-30$26,858
Participant contributions at beginning of year2019-06-30$26,290
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$49,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$207,863
Value of net assets at end of year (total assets less liabilities)2019-06-30$24,510,526
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$24,302,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$450
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$14,848,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$14,699,393
Value of interest in pooled separate accounts at end of year2019-06-30$1,312,938
Value of interest in pooled separate accounts at beginning of year2019-06-30$1,200,727
Interest on participant loans2019-06-30$12
Interest earned on other investments2019-06-30$334,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$8,269,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$8,313,032
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$288,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$685,810
Net investment gain/loss from pooled separate accounts2019-06-30$64,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$663,205
Employer contributions (assets) at end of year2019-06-30$53,216
Employer contributions (assets) at beginning of year2019-06-30$63,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,628,756
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30WARREN AVERETT, LLC
Accountancy firm EIN2019-06-30454084437
2018 : YOUNG HARRIS COLLEGE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$3,102,900
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,451,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,451,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,297,489
Value of total assets at end of year2018-06-30$24,302,663
Value of total assets at beginning of year2018-06-30$22,651,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$62
Total interest from all sources2018-06-30$324,951
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$653,920
Amount contributed by the employer to the plan for this plan year2018-06-30$653,920
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$279,610
Participant contributions at end of year2018-06-30$26,290
Participant contributions at beginning of year2018-06-30$42,080
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$363,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,651,591
Value of net assets at end of year (total assets less liabilities)2018-06-30$24,302,663
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$22,651,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$62
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$14,699,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$12,865,629
Value of interest in pooled separate accounts at end of year2018-06-30$1,200,727
Value of interest in pooled separate accounts at beginning of year2018-06-30$1,280,379
Interest earned on other investments2018-06-30$324,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$8,313,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$8,406,534
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$544,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,418,553
Net investment gain/loss from pooled separate accounts2018-06-30$61,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$653,920
Employer contributions (assets) at end of year2018-06-30$63,221
Employer contributions (assets) at beginning of year2018-06-30$56,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$907,158
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30WARREN AVERETT
Accountancy firm EIN2018-06-30454084437
2017 : YOUNG HARRIS COLLEGE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$3,290,712
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,593,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,593,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,273,065
Value of total assets at end of year2017-06-30$22,651,072
Value of total assets at beginning of year2017-06-30$20,954,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$542
Total interest from all sources2017-06-30$352,324
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$351,197
Participant contributions at end of year2017-06-30$42,080
Participant contributions at beginning of year2017-06-30$27,974
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$239,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,696,857
Value of net assets at end of year (total assets less liabilities)2017-06-30$22,651,072
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$20,954,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$542
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$12,865,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$11,561,789
Value of interest in pooled separate accounts at end of year2017-06-30$1,280,379
Value of interest in pooled separate accounts at beginning of year2017-06-30$1,131,418
Interest on participant loans2017-06-30$2
Interest earned on other investments2017-06-30$352,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$8,406,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$8,177,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,618,892
Net investment gain/loss from pooled separate accounts2017-06-30$46,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$681,869
Employer contributions (assets) at end of year2017-06-30$56,450
Employer contributions (assets) at beginning of year2017-06-30$55,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,593,313
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30WARREN AVERETT
Accountancy firm EIN2017-06-30454084437
2016 : YOUNG HARRIS COLLEGE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,255,170
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,572,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,567,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,022,774
Value of total assets at end of year2016-06-30$20,954,215
Value of total assets at beginning of year2016-06-30$21,271,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$5,194
Total interest from all sources2016-06-30$359,070
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$660,998
Amount contributed by the employer to the plan for this plan year2016-06-30$660,998
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$324,228
Participant contributions at end of year2016-06-30$27,974
Participant contributions at beginning of year2016-06-30$27,221
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$37,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-317,629
Value of net assets at end of year (total assets less liabilities)2016-06-30$20,954,215
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$21,271,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$5,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$11,561,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$11,798,307
Value of interest in pooled separate accounts at end of year2016-06-30$1,131,418
Value of interest in pooled separate accounts at beginning of year2016-06-30$994,766
Interest earned on other investments2016-06-30$359,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$8,177,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$8,398,472
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$440,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-197,880
Net investment gain/loss from pooled separate accounts2016-06-30$71,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$660,998
Employer contributions (assets) at end of year2016-06-30$55,644
Employer contributions (assets) at beginning of year2016-06-30$53,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,126,813
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30WARREN AVERETT
Accountancy firm EIN2016-06-30454084437
2015 : YOUNG HARRIS COLLEGE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,941,488
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,644,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,636,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$980,184
Value of total assets at end of year2015-06-30$21,271,844
Value of total assets at beginning of year2015-06-30$20,974,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$7,973
Total interest from all sources2015-06-30$350,898
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$2,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$653,629
Amount contributed by the employer to the plan for this plan year2015-06-30$653,629
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$325,000
Participant contributions at end of year2015-06-30$27,221
Participant contributions at beginning of year2015-06-30$27,708
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$1,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$297,069
Value of net assets at end of year (total assets less liabilities)2015-06-30$21,271,844
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$20,974,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$7,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$11,798,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$11,814,229
Value of interest in pooled separate accounts at end of year2015-06-30$994,766
Value of interest in pooled separate accounts at beginning of year2015-06-30$900,497
Interest earned on other investments2015-06-30$350,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$8,398,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$8,178,532
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$100,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$514,509
Net investment gain/loss from pooled separate accounts2015-06-30$95,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$653,629
Employer contributions (assets) at end of year2015-06-30$53,078
Employer contributions (assets) at beginning of year2015-06-30$53,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,535,730
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30METCALF DAVIS CPAS
Accountancy firm EIN2015-06-30581729751
2014 : YOUNG HARRIS COLLEGE RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$3,321,878
Total of all expenses incurred2014-06-30$1,525,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,517,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$947,511
Value of total assets at end of year2014-06-30$20,974,775
Value of total assets at beginning of year2014-06-30$19,178,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$8,295
Total interest from all sources2014-06-30$346,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$294,821
Participant contributions at end of year2014-06-30$27,708
Participant contributions at beginning of year2014-06-30$25,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,795,887
Value of net assets at end of year (total assets less liabilities)2014-06-30$20,974,775
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$19,178,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$8,295
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$11,814,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$9,774,516
Value of interest in pooled separate accounts at end of year2014-06-30$900,497
Value of interest in pooled separate accounts at beginning of year2014-06-30$876,429
Interest earned on other investments2014-06-30$346,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$8,178,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$8,379,552
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$448,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,932,341
Net investment gain/loss from pooled separate accounts2014-06-30$95,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$652,690
Employer contributions (assets) at end of year2014-06-30$53,809
Employer contributions (assets) at beginning of year2014-06-30$123,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,069,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30METCALF DAVIS CPAS
Accountancy firm EIN2014-06-30581729751
2013 : YOUNG HARRIS COLLEGE RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan2013-06-30$1,962,692
Total income from all sources (including contributions)2013-06-30$2,681,788
Total of all expenses incurred2013-06-30$943,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$937,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,025,050
Value of total assets at end of year2013-06-30$19,178,888
Value of total assets at beginning of year2013-06-30$15,478,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$6,099
Total interest from all sources2013-06-30$331,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$2,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$304,838
Participant contributions at end of year2013-06-30$25,132
Participant contributions at beginning of year2013-06-30$14,451
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$5,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,738,121
Value of net assets at end of year (total assets less liabilities)2013-06-30$19,178,888
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$15,478,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$6,099
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$9,774,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$7,244,894
Value of interest in pooled separate accounts at end of year2013-06-30$876,429
Value of interest in pooled separate accounts at beginning of year2013-06-30$512,348
Interest earned on other investments2013-06-30$331,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$8,379,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$7,656,471
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$364,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,272,602
Net investment gain/loss from pooled separate accounts2013-06-30$52,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$715,083
Employer contributions (assets) at end of year2013-06-30$123,259
Employer contributions (assets) at beginning of year2013-06-30$49,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$573,188
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30METCALF DAVIS CPAS
Accountancy firm EIN2013-06-30581729751
2012 : YOUNG HARRIS COLLEGE RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$1,136,625
Total of all expenses incurred2012-06-30$565,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$559,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$764,166
Value of total assets at end of year2012-06-30$15,478,075
Value of total assets at beginning of year2012-06-30$14,907,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$5,920
Total interest from all sources2012-06-30$309,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30No
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$164,068
Participant contributions at end of year2012-06-30$14,451
Participant contributions at beginning of year2012-06-30$14,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$570,987
Value of net assets at end of year (total assets less liabilities)2012-06-30$15,478,075
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$14,907,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$5,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$7,244,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$7,041,167
Value of interest in pooled separate accounts at end of year2012-06-30$512,348
Value of interest in pooled separate accounts at beginning of year2012-06-30$381,225
Interest earned on other investments2012-06-30$309,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$7,656,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$7,422,372
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$257,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$18,855
Net investment gain/loss from pooled separate accounts2012-06-30$43,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$600,098
Employer contributions (assets) at end of year2012-06-30$49,911
Employer contributions (assets) at beginning of year2012-06-30$47,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$302,220
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30METCALF DAVIS CPAS
Accountancy firm EIN2012-06-30581729751
2011 : YOUNG HARRIS COLLEGE RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$2,526,947
Total of all expenses incurred2011-06-30$704,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$699,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$765,521
Value of total assets at end of year2011-06-30$14,907,086
Value of total assets at beginning of year2011-06-30$13,084,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$5,573
Total interest from all sources2011-06-30$286,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30No
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$173,130
Participant contributions at end of year2011-06-30$14,464
Participant contributions at beginning of year2011-06-30$15,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,822,232
Value of net assets at end of year (total assets less liabilities)2011-06-30$14,907,086
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$13,084,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$5,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$7,041,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$5,786,727
Value of interest in pooled separate accounts at end of year2011-06-30$381,225
Value of interest in pooled separate accounts at beginning of year2011-06-30$249,284
Interest earned on other investments2011-06-30$286,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$7,422,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$6,990,103
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$97,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,419,523
Net investment gain/loss from pooled separate accounts2011-06-30$55,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$592,391
Employer contributions (assets) at end of year2011-06-30$47,860
Employer contributions (assets) at beginning of year2011-06-30$43,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$601,458
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30METCALF DAVIS CPAS
Accountancy firm EIN2011-06-30581729751

Form 5500 Responses for YOUNG HARRIS COLLEGE RETIREMENT PLAN

2022: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingYes
2022-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: YOUNG HARRIS COLLEGE RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327071
Policy instance 1
Insurance contract or identification number327071
Number of Individuals Covered0
Insurance policy start date2022-07-01
Insurance policy end date2023-01-31
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 number327071
Policy instance 1
Insurance contract or identification number327071
Number of Individuals Covered532
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 number327071
Policy instance 1
Insurance contract or identification number327071
Number of Individuals Covered523
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 number327071
Policy instance 1
Insurance contract or identification number327071
Number of Individuals Covered517
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 number327071
Policy instance 1
Insurance contract or identification number327071
Number of Individuals Covered512
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 number327071
Policy instance 1
Insurance contract or identification number327071
Number of Individuals Covered498
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 number327071
Policy instance 1
Insurance contract or identification number327071
Number of Individuals Covered481
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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 number327071
Policy instance 1
Insurance contract or identification number327071
Number of Individuals Covered480
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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 number327071
Policy instance 1
Insurance contract or identification number327071
Number of Individuals Covered472
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327071
Policy instance 1
Insurance contract or identification number327071
Number of Individuals Covered419
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327071
Policy instance 1
Insurance contract or identification number327071
Number of Individuals Covered378
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327071
Policy instance 1
Insurance contract or identification number327071
Number of Individuals Covered361
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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