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ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ECKERD COLLEGE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ECKERD COLLEGE, INC.
Employer identification number (EIN):590859121
NAIC Classification:611000

Additional information about ECKERD COLLEGE, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2016-06-30
Company Identification Number: 0802498838
Legal Registered Office Address: 4200 54TH AVE S

ST PETERSBURG
United States of America (USA)
33711

More information about ECKERD COLLEGE, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTOPHER BRENNAN
0012016-01-01CHRISTOPHER BRENNAN
0012015-01-01CHRISTOPHER BRENNAN
0012014-01-01CHRISTOPHER BRENNAN
0012013-01-01CHRISTOPHER BRENNAN CHRISTOPHER BRENNAN2014-09-08
0012012-01-01CHRISTOPHER BRENNAN
0012011-01-01CHRISTOPHER BRENNAN
0012010-01-01CHRISTOPHER BRENNAN
0012009-01-01CHRISTOPHER BRENNAN
0012009-01-01 CHRISTOPHER BRENNAN2010-10-15

Plan Statistics for ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

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

Measure Date Value
2022: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01969
Total number of active participants reported on line 7a of the Form 55002022-01-01382
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01623
Total of all active and inactive participants2022-01-011,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0123
Total participants2022-01-011,028
Number of participants with account balances2022-01-011,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01981
Total number of active participants reported on line 7a of the Form 55002021-01-01379
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01587
Total of all active and inactive participants2021-01-01966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0121
Total participants2021-01-01987
Number of participants with account balances2021-01-01969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01970
Total number of active participants reported on line 7a of the Form 55002020-01-01383
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01595
Total of all active and inactive participants2020-01-01978
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01985
Number of participants with account balances2020-01-01981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01967
Total number of active participants reported on line 7a of the Form 55002019-01-01384
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01579
Total of all active and inactive participants2019-01-01963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-01970
Number of participants with account balances2019-01-01962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01954
Total number of active participants reported on line 7a of the Form 55002018-01-01381
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01581
Total of all active and inactive participants2018-01-01962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01967
Number of participants with account balances2018-01-01958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01959
Total number of active participants reported on line 7a of the Form 55002017-01-01367
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01584
Total of all active and inactive participants2017-01-01951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01954
Number of participants with account balances2017-01-01949
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01953
Total number of active participants reported on line 7a of the Form 55002016-01-01404
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01552
Total of all active and inactive participants2016-01-01956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01959
Number of participants with account balances2016-01-01954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01884
Total number of active participants reported on line 7a of the Form 55002015-01-01401
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01550
Total of all active and inactive participants2015-01-01951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01953
Number of participants with account balances2015-01-01948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01907
Total number of active participants reported on line 7a of the Form 55002014-01-01365
Number of other retired or separated participants entitled to future benefits2014-01-01517
Total of all active and inactive participants2014-01-01882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01884
Number of participants with account balances2014-01-01879
2013: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01929
Total number of active participants reported on line 7a of the Form 55002013-01-01416
Number of other retired or separated participants entitled to future benefits2013-01-01489
Total of all active and inactive participants2013-01-01905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01907
Number of participants with account balances2013-01-01907
2012: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01935
Total number of active participants reported on line 7a of the Form 55002012-01-01368
Number of other retired or separated participants entitled to future benefits2012-01-01559
Total of all active and inactive participants2012-01-01927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01929
Number of participants with account balances2012-01-01929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01919
Total number of active participants reported on line 7a of the Form 55002011-01-01409
Number of other retired or separated participants entitled to future benefits2011-01-01525
Total of all active and inactive participants2011-01-01934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01935
Number of participants with account balances2011-01-01935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01989
Total number of active participants reported on line 7a of the Form 55002010-01-01398
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01559
Total of all active and inactive participants2010-01-01957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01958
Number of participants with account balances2010-01-01919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01999
Total number of active participants reported on line 7a of the Form 55002009-01-01759
Number of retired or separated participants receiving benefits2009-01-0125
Number of other retired or separated participants entitled to future benefits2009-01-01205
Total of all active and inactive participants2009-01-01989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01989
Number of participants with account balances2009-01-01912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-12,958,596
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,862,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,763,954
Expenses. Certain deemed distributions of participant loans2022-12-31$47,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,981,480
Value of total assets at end of year2022-12-31$122,841,004
Value of total assets at beginning of year2022-12-31$141,662,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,282
Total interest from all sources2022-12-31$370,097
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,770,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,770,900
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,574,601
Participant contributions at end of year2022-12-31$179,896
Participant contributions at beginning of year2022-12-31$112,232
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$56,506
Other income not declared elsewhere2022-12-31$49,600
Administrative expenses (other) incurred2022-12-31$413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,821,139
Value of net assets at end of year (total assets less liabilities)2022-12-31$122,841,004
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$141,662,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$85,075,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$103,881,244
Value of interest in pooled separate accounts at end of year2022-12-31$4,801,012
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,882,547
Interest on participant loans2022-12-31$6,896
Interest earned on other investments2022-12-31$363,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$32,784,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$32,786,120
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$509,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,503,626
Net investment gain/loss from pooled separate accounts2022-12-31$372,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,350,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,254,709
Contract administrator fees2022-12-31$50,869
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31ERNST & YOUNG
Accountancy firm EIN2022-12-31346565596
2021 : ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$21,757,774
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,957,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,395,762
Expenses. Certain deemed distributions of participant loans2021-12-31$8,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,598,535
Value of total assets at end of year2021-12-31$141,662,143
Value of total assets at beginning of year2021-12-31$127,861,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$553,235
Total interest from all sources2021-12-31$181,056
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,762,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,762,486
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,492,543
Participant contributions at end of year2021-12-31$112,232
Participant contributions at beginning of year2021-12-31$37,294
Participant contributions at beginning of year2021-12-31$62,792
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$146,334
Administrative expenses (other) incurred2021-12-31$415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$13,800,636
Value of net assets at end of year (total assets less liabilities)2021-12-31$141,662,143
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$127,861,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$454,986
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$103,881,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$90,522,311
Value of interest in pooled separate accounts at end of year2021-12-31$4,882,547
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,022,269
Interest on participant loans2021-12-31$2,370
Interest earned on other investments2021-12-31$178,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$32,786,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$33,216,841
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$930,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,476,620
Net investment gain/loss from pooled separate accounts2021-12-31$739,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,959,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,465,656
Contract administrator fees2021-12-31$97,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ERNST & YOUNG
Accountancy firm EIN2021-12-31346565596
2020 : ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$17,555,525
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,658,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,034,636
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,142,466
Value of total assets at end of year2020-12-31$127,861,507
Value of total assets at beginning of year2020-12-31$117,964,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$623,678
Total interest from all sources2020-12-31$323,468
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,292,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,292,035
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,425,913
Participant contributions at end of year2020-12-31$37,294
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$62,792
Participant contributions at beginning of year2020-12-31$55,304
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$43,006
Other income not declared elsewhere2020-12-31$56,727
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$9,897,211
Value of net assets at end of year (total assets less liabilities)2020-12-31$127,861,507
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$117,964,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$568,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$90,522,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$80,836,305
Value of interest in pooled separate accounts at end of year2020-12-31$4,022,269
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,100,113
Interest on participant loans2020-12-31$235
Interest earned on other investments2020-12-31$323,233
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$33,216,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$32,879,529
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,470,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,706,619
Net investment gain/loss from pooled separate accounts2020-12-31$34,210
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,673,547
Employer contributions (assets) at beginning of year2020-12-31$93,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,563,664
Contract administrator fees2020-12-31$54,680
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG
Accountancy firm EIN2020-12-31346565596
2019 : ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$21,464,222
Total income from all sources (including contributions)2019-12-31$21,464,222
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,654,698
Total of all expenses incurred2019-12-31$4,654,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,121,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,121,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,143,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,143,535
Value of total assets at end of year2019-12-31$117,964,296
Value of total assets at end of year2019-12-31$117,964,296
Value of total assets at beginning of year2019-12-31$101,154,772
Value of total assets at beginning of year2019-12-31$101,154,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$532,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$532,713
Total interest from all sources2019-12-31$306,384
Total interest from all sources2019-12-31$306,384
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,004,633
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,004,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,004,633
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,004,633
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,314,372
Contributions received from participants2019-12-31$1,314,372
Participant contributions at end of year2019-12-31$55,304
Participant contributions at end of year2019-12-31$55,304
Participant contributions at beginning of year2019-12-31$50,431
Participant contributions at beginning of year2019-12-31$50,431
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$590,880
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$590,880
Other income not declared elsewhere2019-12-31$45,205
Other income not declared elsewhere2019-12-31$45,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$16,809,524
Value of net income/loss2019-12-31$16,809,524
Value of net assets at end of year (total assets less liabilities)2019-12-31$117,964,296
Value of net assets at end of year (total assets less liabilities)2019-12-31$117,964,296
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$101,154,772
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$101,154,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$502,713
Investment advisory and management fees2019-12-31$502,713
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$80,836,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$80,836,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$64,313,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$64,313,759
Value of interest in pooled separate accounts at end of year2019-12-31$4,100,113
Value of interest in pooled separate accounts at end of year2019-12-31$4,100,113
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,009,514
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,009,514
Interest earned on other investments2019-12-31$306,384
Interest earned on other investments2019-12-31$306,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$32,879,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$32,879,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$32,693,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$32,693,159
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$975,694
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$975,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,746,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,746,648
Net investment gain/loss from pooled separate accounts2019-12-31$217,817
Net investment gain/loss from pooled separate accounts2019-12-31$217,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,238,283
Contributions received in cash from employer2019-12-31$2,238,283
Employer contributions (assets) at end of year2019-12-31$93,045
Employer contributions (assets) at end of year2019-12-31$93,045
Employer contributions (assets) at beginning of year2019-12-31$87,909
Employer contributions (assets) at beginning of year2019-12-31$87,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,146,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,146,291
Contract administrator fees2019-12-31$30,000
Contract administrator fees2019-12-31$30,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG
Accountancy firm name2019-12-31ERNST & YOUNG
Accountancy firm EIN2019-12-31346565596
Accountancy firm EIN2019-12-31346565596
2018 : ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-171,198
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,350,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,833,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,479,723
Value of total assets at end of year2018-12-31$101,154,772
Value of total assets at beginning of year2018-12-31$106,676,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$517,312
Total interest from all sources2018-12-31$334,535
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,260,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,260,836
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,211,966
Participant contributions at end of year2018-12-31$50,431
Participant contributions at beginning of year2018-12-31$53,657
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$138,060
Other income not declared elsewhere2018-12-31$32,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,521,828
Value of net assets at end of year (total assets less liabilities)2018-12-31$101,154,772
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$106,676,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$498,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$64,313,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$70,830,349
Value of interest in pooled separate accounts at end of year2018-12-31$4,009,514
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,865,918
Interest earned on other investments2018-12-31$334,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$32,693,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$31,839,911
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$233,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,465,158
Net investment gain/loss from pooled separate accounts2018-12-31$186,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,129,697
Employer contributions (assets) at end of year2018-12-31$87,909
Employer contributions (assets) at beginning of year2018-12-31$86,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,600,247
Contract administrator fees2018-12-31$19,037
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG
Accountancy firm EIN2018-12-31346565596
2017 : ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$17,353,548
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,869,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,371,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,006,415
Value of total assets at end of year2017-12-31$106,676,600
Value of total assets at beginning of year2017-12-31$95,192,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$498,015
Total interest from all sources2017-12-31$360,536
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,420,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,420,244
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,133,957
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$53,657
Participant contributions at beginning of year2017-12-31$40,984
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$768,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,483,992
Value of net assets at end of year (total assets less liabilities)2017-12-31$106,676,600
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$95,192,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$480,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$70,830,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$59,324,072
Value of interest in pooled separate accounts at end of year2017-12-31$3,865,918
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,703,290
Interest earned on other investments2017-12-31$360,536
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$31,839,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$32,038,013
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,392,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,403,513
Net investment gain/loss from pooled separate accounts2017-12-31$162,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,103,747
Employer contributions (assets) at end of year2017-12-31$86,765
Employer contributions (assets) at beginning of year2017-12-31$86,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,978,857
Contract administrator fees2017-12-31$17,708
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG
Accountancy firm EIN2017-12-31346565596
2016 : ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,530,767
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,110,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,636,730
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,027,396
Value of total assets at end of year2016-12-31$95,192,608
Value of total assets at beginning of year2016-12-31$88,771,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$473,351
Total interest from all sources2016-12-31$481,505
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$797,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$797,925
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,052,485
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$40,984
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,931,352
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,420,686
Value of net assets at end of year (total assets less liabilities)2016-12-31$95,192,608
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$88,771,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$462,033
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$59,324,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$54,992,482
Value of interest in pooled separate accounts at end of year2016-12-31$3,703,290
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,479,312
Interest earned on other investments2016-12-31$481,505
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$32,038,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$30,300,128
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$192,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,038,132
Net investment gain/loss from pooled separate accounts2016-12-31$185,809
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,043,559
Employer contributions (assets) at end of year2016-12-31$86,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,444,632
Contract administrator fees2016-12-31$11,318
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG
Accountancy firm EIN2016-12-31346565596
2015 : ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,303,218
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,716,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,249,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,820,289
Value of total assets at end of year2015-12-31$88,771,922
Value of total assets at beginning of year2015-12-31$88,185,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$466,754
Total interest from all sources2015-12-31$280,208
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,194,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,194,310
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,110,071
Participant contributions at beginning of year2015-12-31$43,860
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$752,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$586,664
Value of net assets at end of year (total assets less liabilities)2015-12-31$88,771,922
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$88,185,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$458,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$54,992,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$56,353,500
Value of interest in pooled separate accounts at end of year2015-12-31$3,479,312
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,994,473
Interest earned on other investments2015-12-31$280,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$30,300,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$28,715,393
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,241,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-244,639
Net investment gain/loss from pooled separate accounts2015-12-31$253,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,957,345
Employer contributions (assets) at beginning of year2015-12-31$78,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,007,966
Contract administrator fees2015-12-31$8,683
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EY
Accountancy firm EIN2015-12-31346565596
2014 : ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,135,893
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,426,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,987,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,753,333
Value of total assets at end of year2014-12-31$88,185,258
Value of total assets at beginning of year2014-12-31$84,475,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$438,812
Total interest from all sources2014-12-31$299,805
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,145,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,145,873
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,098,139
Participant contributions at end of year2014-12-31$43,860
Participant contributions at beginning of year2014-12-31$43,480
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$757,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,709,323
Value of net assets at end of year (total assets less liabilities)2014-12-31$88,185,258
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$84,475,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$437,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$56,353,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$54,049,835
Value of interest in pooled separate accounts at end of year2014-12-31$2,994,473
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,626,368
Interest earned on other investments2014-12-31$299,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$28,715,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$27,677,776
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$694,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,610,993
Net investment gain/loss from pooled separate accounts2014-12-31$325,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,897,332
Employer contributions (assets) at end of year2014-12-31$78,032
Employer contributions (assets) at beginning of year2014-12-31$78,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,293,070
Contract administrator fees2014-12-31$1,679
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EY
Accountancy firm EIN2014-12-31346565596
2013 : ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$14,897,012
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,332,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,931,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,049,251
Value of total assets at end of year2013-12-31$84,475,935
Value of total assets at beginning of year2013-12-31$73,911,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$400,477
Total interest from all sources2013-12-31$260,607
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$677,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$677,585
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,006,326
Participant contributions at end of year2013-12-31$43,480
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$136,038
Other income not declared elsewhere2013-12-31$814,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,564,658
Value of net assets at end of year (total assets less liabilities)2013-12-31$84,475,935
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$73,911,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$397,638
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$54,049,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$45,698,672
Value of interest in pooled separate accounts at end of year2013-12-31$2,626,368
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,014,352
Interest earned on other investments2013-12-31$260,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$27,677,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$26,198,253
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$291,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,882,447
Net investment gain/loss from pooled separate accounts2013-12-31$212,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,906,887
Employer contributions (assets) at end of year2013-12-31$78,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,640,097
Contract administrator fees2013-12-31$2,839
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EY
Accountancy firm EIN2013-12-31346565596
2012 : ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$10,485,927
Total of all expenses incurred2012-12-31$4,412,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,059,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,200,250
Value of total assets at end of year2012-12-31$73,911,277
Value of total assets at beginning of year2012-12-31$67,837,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$353,165
Total interest from all sources2012-12-31$228,783
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$313,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$313,293
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,023,773
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$282,037
Other income not declared elsewhere2012-12-31$782,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,073,506
Value of net assets at end of year (total assets less liabilities)2012-12-31$73,911,277
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$67,837,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$351,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$45,698,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$40,204,722
Value of interest in pooled separate accounts at end of year2012-12-31$2,014,352
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,844,544
Interest earned on other investments2012-12-31$228,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$26,198,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$25,788,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,777,740
Net investment gain/loss from pooled separate accounts2012-12-31$183,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,894,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,059,256
Contract administrator fees2012-12-31$1,846
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$3,470,044
Total of all expenses incurred2011-12-31$2,852,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,517,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,937,624
Value of total assets at end of year2011-12-31$67,837,771
Value of total assets at beginning of year2011-12-31$67,220,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$335,048
Total interest from all sources2011-12-31$222,813
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$175,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$175,059
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,001,026
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$40,069
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$83,732
Other income not declared elsewhere2011-12-31$757,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$617,132
Value of net assets at end of year (total assets less liabilities)2011-12-31$67,837,771
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$67,220,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$324,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$40,204,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$41,222,247
Value of interest in pooled separate accounts at end of year2011-12-31$1,844,544
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,316,271
Interest earned on other investments2011-12-31$222,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$25,788,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$24,560,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-813,002
Net investment gain/loss from pooled separate accounts2011-12-31$189,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,852,866
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$81,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,517,864
Contract administrator fees2011-12-31$10,975
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2011-12-31346565596
2010 : ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$9,258,740
Total of all expenses incurred2010-12-31$4,886,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,596,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,048,936
Value of total assets at end of year2010-12-31$67,220,639
Value of total assets at beginning of year2010-12-31$62,848,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$289,820
Total interest from all sources2010-12-31$185,429
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$91,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$91,909
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$972,247
Participant contributions at end of year2010-12-31$40,069
Participant contributions at beginning of year2010-12-31$41,105
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$250,376
Other income not declared elsewhere2010-12-31$739,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,372,088
Value of net assets at end of year (total assets less liabilities)2010-12-31$67,220,639
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$62,848,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$287,521
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$41,222,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$37,175,843
Value of interest in pooled separate accounts at end of year2010-12-31$1,316,271
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,119,140
Interest earned on other investments2010-12-31$185,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$24,560,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$24,436,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,039,901
Net investment gain/loss from pooled separate accounts2010-12-31$153,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,826,313
Employer contributions (assets) at end of year2010-12-31$81,659
Employer contributions (assets) at beginning of year2010-12-31$76,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,596,832
Contract administrator fees2010-12-31$2,299
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2010-12-31346565596
2009 : ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

2022: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50393
Policy instance 4
Insurance contract or identification number50393
Number of Individuals Covered52
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $198
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 Administration1
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?No
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
Commission paid to Insurance BrokerUSD $16
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50393
Policy instance 1
Insurance contract or identification number50393
Number of Individuals Covered28
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
Commission paid to Insurance BrokerUSD $58
Amount paid for insurance broker fees0
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150542
Policy instance 2
Insurance contract or identification number150542
Number of Individuals Covered564
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number106119/1061156
Policy instance 3
Insurance contract or identification number106119/1061156
Number of Individuals Covered21
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50393
Policy instance 2
Insurance contract or identification number50393
Number of Individuals Covered85
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $349
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
Commission paid to Insurance BrokerUSD $17
Amount paid for insurance broker fees0
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150542
Policy instance 1
Insurance contract or identification number150542
Number of Individuals Covered563
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1061156/1061169
Policy instance 3
Insurance contract or identification number1061156/1061169
Number of Individuals Covered21
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $10
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $10
Amount paid for insurance broker fees0
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150542
Policy instance 2
Insurance contract or identification number150542
Number of Individuals Covered589
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50393
Policy instance 3
Insurance contract or identification number50393
Number of Individuals Covered61
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $82
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
Commission paid to Insurance BrokerUSD $12
Amount paid for insurance broker fees0
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1061156/1061169
Policy instance 1
Insurance contract or identification number1061156/1061169
Number of Individuals Covered20
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1061156/1061169
Policy instance 1
Insurance contract or identification number1061156/1061169
Number of Individuals Covered21
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150542
Policy instance 2
Insurance contract or identification number150542
Number of Individuals Covered601
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50393
Policy instance 3
Insurance contract or identification number50393
Number of Individuals Covered62
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $58
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
Commission paid to Insurance BrokerUSD $13
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1061156/1061169
Policy instance 1
Insurance contract or identification number1061156/1061169
Number of Individuals Covered23
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150542
Policy instance 2
Insurance contract or identification number150542
Number of Individuals Covered636
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50393
Policy instance 3
Insurance contract or identification number50393
Number of Individuals Covered78
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
Commission paid to Insurance BrokerUSD $14
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBRETT A BREEN
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1061156/1061169
Policy instance 1
Insurance contract or identification number1061156/1061169
Number of Individuals Covered20
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150542
Policy instance 3
Insurance contract or identification number150542
Number of Individuals Covered661
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50393
Policy instance 2
Insurance contract or identification number50393
Number of Individuals Covered86
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,185
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
Commission paid to Insurance BrokerUSD $39
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBRETT A BREEN
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150542
Policy instance 3
Insurance contract or identification number150542
Number of Individuals Covered652
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50393
Policy instance 2
Insurance contract or identification number50393
Number of Individuals Covered95
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,512
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
Commission paid to Insurance BrokerUSD $29
Insurance broker organization code?3
Insurance broker nameADAM LOCASCIO
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1061156/1061169
Policy instance 1
Insurance contract or identification number1061156/1061169
Number of Individuals Covered22
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50393
Policy instance 2
Insurance contract or identification number50393
Number of Individuals Covered100
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,195
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 Administration1
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?No
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
Commission paid to Insurance BrokerUSD $15
Insurance broker organization code?3
Insurance broker nameADAM J. LOCASCIO
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150542
Policy instance 3
Insurance contract or identification number150542
Number of Individuals Covered656
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1061156/1061169
Policy instance 1
Insurance contract or identification number1061156/1061169
Number of Individuals Covered26
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1061156/1061169
Policy instance 1
Insurance contract or identification number1061156/1061169
Number of Individuals Covered30
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150542
Policy instance 3
Insurance contract or identification number150542
Number of Individuals Covered769
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50393
Policy instance 2
Insurance contract or identification number50393
Number of Individuals Covered115
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,962
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,580
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameCHRIS BROWN
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150542
Policy instance 2
Insurance contract or identification number150542
Number of Individuals Covered848
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1061156/1061169
Policy instance 1
Insurance contract or identification number1061156/1061169
Number of Individuals Covered34
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50393
Policy instance 3
Insurance contract or identification number50393
Number of Individuals Covered123
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,693
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1061156,1061169
Policy instance 3
Insurance contract or identification number1061156,1061169
Number of Individuals Covered39
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $65
Are there contracts with allocated funds for group deferred annuity?Yes
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees22
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameJURAL L DANIEL
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50393
Policy instance 2
Insurance contract or identification number50393
Number of Individuals Covered245
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,792
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,447
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameTINA A MILKOVICH
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150542
Policy instance 1
Insurance contract or identification number150542
Number of Individuals Covered753
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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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