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AUSTIN COLLEGE RETIREMENT PLAN 401k Plan overview

Plan NameAUSTIN COLLEGE RETIREMENT PLAN
Plan identification number 001

AUSTIN COLLEGE RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:AUSTIN COLLEGE
Employer identification number (EIN):750827409
NAIC Classification:611000

Additional information about AUSTIN COLLEGE

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1924-06-19
Company Identification Number: 0004196301
Legal Registered Office Address: 900 N GRAND AVE STE 6-F

SHERMAN
United States of America (USA)
75090

More information about AUSTIN COLLEGE

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MELANIE BROWN OELFKE2023-09-29 J PERNELL JONES2023-10-02
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01HEIDI B. ELLIS HEIDI B. ELLIS2018-10-09
0012016-01-01HEIDI B. ELLIS HEIDI B. ELLIS2017-10-12
0012015-01-01HEIDI B. ELLIS HEIDI B. ELLIS2016-10-14
0012014-01-01HEIDI B. ELLIS HEIDI B. ELLIS2015-10-12
0012013-01-01HEIDI B. ELLIS HEIDI B. ELLIS2014-10-08
0012012-01-01HEIDI B. ELLIS HEIDI B. ELLIS2013-10-14
0012011-01-01HEIDI B. ELLIS
0012009-01-01HEIDI B. ELLIS HEIDI B. ELLIS2010-09-13
0012008-01-01

Plan Statistics for AUSTIN COLLEGE RETIREMENT PLAN

401k plan membership statisitcs for AUSTIN COLLEGE RETIREMENT PLAN

Measure Date Value
2022: AUSTIN COLLEGE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01672
Total number of active participants reported on line 7a of the Form 55002022-01-01308
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01341
Total of all active and inactive participants2022-01-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0119
Total participants2022-01-01668
Number of participants with account balances2022-01-01645
2021: AUSTIN COLLEGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01678
Total number of active participants reported on line 7a of the Form 55002021-01-01310
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01346
Total of all active and inactive participants2021-01-01656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0116
Total participants2021-01-01672
Number of participants with account balances2021-01-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AUSTIN COLLEGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01687
Total number of active participants reported on line 7a of the Form 55002020-01-01331
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01348
Total of all active and inactive participants2020-01-01679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01682
Number of participants with account balances2020-01-01674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AUSTIN COLLEGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01683
Total number of active participants reported on line 7a of the Form 55002019-01-01332
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01353
Total of all active and inactive participants2019-01-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01687
Number of participants with account balances2019-01-01680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AUSTIN COLLEGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01666
Total number of active participants reported on line 7a of the Form 55002018-01-01329
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01354
Total of all active and inactive participants2018-01-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01683
Number of participants with account balances2018-01-01677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AUSTIN COLLEGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01659
Total number of active participants reported on line 7a of the Form 55002017-01-01325
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01339
Total of all active and inactive participants2017-01-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01666
Number of participants with account balances2017-01-01661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AUSTIN COLLEGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01659
Total number of active participants reported on line 7a of the Form 55002016-01-01322
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01337
Total of all active and inactive participants2016-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01660
Number of participants with account balances2016-01-01656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AUSTIN COLLEGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01658
Total number of active participants reported on line 7a of the Form 55002015-01-01325
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01333
Total of all active and inactive participants2015-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01659
Number of participants with account balances2015-01-01656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AUSTIN COLLEGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01643
Total number of active participants reported on line 7a of the Form 55002014-01-01311
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01346
Total of all active and inactive participants2014-01-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01658
Number of participants with account balances2014-01-01653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AUSTIN COLLEGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01639
Total number of active participants reported on line 7a of the Form 55002013-01-01311
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01335
Total of all active and inactive participants2013-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01646
Number of participants with account balances2013-01-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AUSTIN COLLEGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01633
Total number of active participants reported on line 7a of the Form 55002012-01-01302
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01338
Total of all active and inactive participants2012-01-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01640
Number of participants with account balances2012-01-01629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AUSTIN COLLEGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01641
Total number of active participants reported on line 7a of the Form 55002011-01-01308
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01325
Total of all active and inactive participants2011-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01633
Number of participants with account balances2011-01-01621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: AUSTIN COLLEGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01654
Total number of active participants reported on line 7a of the Form 55002009-01-01548
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0198
Total of all active and inactive participants2009-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01647
Number of participants with account balances2009-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AUSTIN COLLEGE RETIREMENT PLAN

Measure Date Value
2022 : AUSTIN COLLEGE RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-4,799,371
Total of all expenses incurred2022-12-31$2,630,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,599,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,478,763
Value of total assets at end of year2022-12-31$57,648,931
Value of total assets at beginning of year2022-12-31$65,078,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$30,673
Total interest from all sources2022-12-31$812,246
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$597,595
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$597,595
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$276,429
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$96,623
Other income not declared elsewhere2022-12-31$36,494
Administrative expenses (other) incurred2022-12-31$30,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,429,581
Value of net assets at end of year (total assets less liabilities)2022-12-31$57,648,931
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$65,078,512
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$33,543,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,254,298
Value of interest in pooled separate accounts at end of year2022-12-31$4,011,195
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,706,946
Interest earned on other investments2022-12-31$812,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$20,093,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$20,117,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,029,952
Net investment gain/loss from pooled separate accounts2022-12-31$305,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,105,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,599,537
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 name2022-12-31CAPIN CROUSE LLP
Accountancy firm EIN2022-12-31363990892
2021 : AUSTIN COLLEGE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,517,349
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,433,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,403,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,433,203
Value of total assets at end of year2021-12-31$65,078,512
Value of total assets at beginning of year2021-12-31$59,994,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,907
Total interest from all sources2021-12-31$100,968
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,125,575
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$1,125,575
Administrative expenses professional fees incurred2021-12-31$29,907
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$285,262
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,825
Other income not declared elsewhere2021-12-31$37,445
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$5,084,158
Value of net assets at end of year (total assets less liabilities)2021-12-31$65,078,512
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$59,994,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,254,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,912,695
Value of interest in pooled separate accounts at end of year2021-12-31$3,706,946
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,202,509
Interest earned on other investments2021-12-31$100,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$20,117,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$19,879,150
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$174,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,238,257
Net investment gain/loss from pooled separate accounts2021-12-31$581,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,143,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,229,243
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 name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : AUSTIN COLLEGE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,639,052
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,354,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,335,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,467,066
Value of total assets at end of year2020-12-31$59,994,354
Value of total assets at beginning of year2020-12-31$56,710,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,659
Total interest from all sources2020-12-31$811,579
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$474,647
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$474,647
Administrative expenses professional fees incurred2020-12-31$19,659
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$291,297
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,562
Other income not declared elsewhere2020-12-31$19,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,284,188
Value of net assets at end of year (total assets less liabilities)2020-12-31$59,994,354
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$56,710,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,912,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,164,608
Value of interest in pooled separate accounts at end of year2020-12-31$3,202,509
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,506,744
Interest earned on other investments2020-12-31$811,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$19,879,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$21,038,814
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,813,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,895,222
Net investment gain/loss from pooled separate accounts2020-12-31$-28,811
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$1,166,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,522,126
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 name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : AUSTIN COLLEGE RETIREMENT PLAN 2019 401k financial data
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 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$8,914,354
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,620,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,609,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,503,570
Value of total assets at end of year2019-12-31$56,710,166
Value of total assets at beginning of year2019-12-31$51,416,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,997
Total interest from all sources2019-12-31$861,511
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$462,121
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$462,121
Administrative expenses professional fees incurred2019-12-31$10,997
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$291,429
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$44,571
Other income not declared elsewhere2019-12-31$10,797
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$5,294,096
Value of net assets at end of year (total assets less liabilities)2019-12-31$56,710,166
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$51,416,070
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,164,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,730,309
Value of interest in pooled separate accounts at end of year2019-12-31$3,506,744
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,219,261
Interest earned on other investments2019-12-31$861,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$21,038,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$21,466,500
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,231,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,895,430
Net investment gain/loss from pooled separate accounts2019-12-31$180,925
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,167,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,377,802
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : AUSTIN COLLEGE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$246,741
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,718,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,718,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,545,747
Value of total assets at end of year2018-12-31$51,416,070
Value of total assets at beginning of year2018-12-31$54,887,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$898,435
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$592,426
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$592,426
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$286,915
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$105,263
Other income not declared elsewhere2018-12-31$10,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,471,320
Value of net assets at end of year (total assets less liabilities)2018-12-31$51,416,070
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$54,887,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$26,730,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,619,983
Value of interest in pooled separate accounts at end of year2018-12-31$3,219,261
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,087,225
Interest earned on other investments2018-12-31$898,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$21,466,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$21,180,182
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$229,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,949,385
Net investment gain/loss from pooled separate accounts2018-12-31$148,610
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$1,153,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,488,403
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : AUSTIN COLLEGE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,520,444
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,097,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,097,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,447,308
Value of total assets at end of year2017-12-31$54,887,390
Value of total assets at beginning of year2017-12-31$50,464,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$871,851
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$404,279
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$404,279
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$287,701
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,036
Other income not declared elsewhere2017-12-31$12,898
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$4,422,724
Value of net assets at end of year (total assets less liabilities)2017-12-31$54,887,390
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$50,464,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$30,619,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,392,529
Value of interest in pooled separate accounts at end of year2017-12-31$3,087,225
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,955,373
Interest earned on other investments2017-12-31$871,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$21,180,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$21,116,764
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$591,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,655,344
Net investment gain/loss from pooled separate accounts2017-12-31$128,764
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$1,154,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,505,725
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : AUSTIN COLLEGE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,385,784
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,881,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,881,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,450,659
Value of total assets at end of year2016-12-31$50,464,666
Value of total assets at beginning of year2016-12-31$48,960,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$949,023
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$229,496
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$229,496
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$289,430
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$22,468
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$1,503,878
Value of net assets at end of year (total assets less liabilities)2016-12-31$50,464,666
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,960,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$26,392,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,109,990
Value of interest in pooled separate accounts at end of year2016-12-31$2,955,373
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,833,609
Interest earned on other investments2016-12-31$949,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$21,116,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$20,904,649
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$986,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,608,260
Net investment gain/loss from pooled separate accounts2016-12-31$148,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,161,229
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$90,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,895,510
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : AUSTIN COLLEGE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,395,576
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,595,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,595,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,396,734
Value of total assets at end of year2015-12-31$48,960,788
Value of total assets at beginning of year2015-12-31$50,160,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$884,975
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$289,348
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$289,348
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$291,715
Participant contributions at end of year2015-12-31$22,468
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$19,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,200,093
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,960,788
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$50,160,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,109,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,516,632
Value of interest in pooled separate accounts at end of year2015-12-31$2,833,609
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,588,797
Interest earned on other investments2015-12-31$884,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$20,904,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$21,055,452
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$645,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-390,726
Net investment gain/loss from pooled separate accounts2015-12-31$215,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,085,532
Employer contributions (assets) at end of year2015-12-31$90,072
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,950,434
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : AUSTIN COLLEGE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,976,624
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,883,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,883,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,213,978
Value of total assets at end of year2014-12-31$50,160,881
Value of total assets at beginning of year2014-12-31$49,068,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$891,480
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$281,834
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$281,834
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$287,599
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$21,865
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$1,092,787
Value of net assets at end of year (total assets less liabilities)2014-12-31$50,160,881
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$49,068,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,516,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,387,194
Value of interest in pooled separate accounts at end of year2014-12-31$2,588,797
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,321,189
Interest earned on other investments2014-12-31$891,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$21,055,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$20,272,288
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$87,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,309,482
Net investment gain/loss from pooled separate accounts2014-12-31$279,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$926,379
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$65,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,796,574
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : AUSTIN COLLEGE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,730,875
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,228,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,228,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,051,827
Value of total assets at end of year2013-12-31$49,068,094
Value of total assets at beginning of year2013-12-31$46,565,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$887,573
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$231,008
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$231,008
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$279,709
Participant contributions at end of year2013-12-31$21,865
Participant contributions at beginning of year2013-12-31$21,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,502,449
Value of net assets at end of year (total assets less liabilities)2013-12-31$49,068,094
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$46,565,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$26,387,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,754,947
Value of interest in pooled separate accounts at end of year2013-12-31$2,321,189
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,126,602
Interest earned on other investments2013-12-31$887,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$20,272,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$21,609,910
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,124,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,347,206
Net investment gain/loss from pooled separate accounts2013-12-31$213,261
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$772,118
Employer contributions (assets) at end of year2013-12-31$65,558
Employer contributions (assets) at beginning of year2013-12-31$52,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,103,802
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : AUSTIN COLLEGE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,783,293
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,550,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,550,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$897,813
Value of total assets at end of year2012-12-31$46,565,645
Value of total assets at beginning of year2012-12-31$43,332,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$860,512
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$78,634
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$78,634
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$276,555
Participant contributions at end of year2012-12-31$21,270
Participant contributions at beginning of year2012-12-31$21,449
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,932
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$3,233,272
Value of net assets at end of year (total assets less liabilities)2012-12-31$46,565,645
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$43,332,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$22,754,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,540,327
Value of interest in pooled separate accounts at end of year2012-12-31$2,126,602
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,796,874
Interest earned on other investments2012-12-31$860,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$21,609,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$20,930,624
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$396,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,751,757
Net investment gain/loss from pooled separate accounts2012-12-31$194,577
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$617,326
Employer contributions (assets) at end of year2012-12-31$52,916
Employer contributions (assets) at beginning of year2012-12-31$43,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,153,213
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : AUSTIN COLLEGE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,731,022
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,059,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,059,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$984,521
Value of total assets at end of year2011-12-31$43,332,373
Value of total assets at beginning of year2011-12-31$45,660,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$855,269
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$37,913
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$37,913
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$278,051
Participant contributions at end of year2011-12-31$21,449
Participant contributions at beginning of year2011-12-31$21,454
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$138,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,328,122
Value of net assets at end of year (total assets less liabilities)2011-12-31$43,332,373
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$45,660,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,540,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,029,394
Value of interest in pooled separate accounts at end of year2011-12-31$1,796,874
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,605,929
Interest earned on other investments2011-12-31$855,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$20,930,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$20,960,094
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$954,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-346,688
Net investment gain/loss from pooled separate accounts2011-12-31$200,007
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$568,131
Employer contributions (assets) at end of year2011-12-31$43,099
Employer contributions (assets) at beginning of year2011-12-31$43,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,104,285
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : AUSTIN COLLEGE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,618,150
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,276,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,276,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,007,577
Value of total assets at end of year2010-12-31$45,660,495
Value of total assets at beginning of year2010-12-31$44,318,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$818,690
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$19,920
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$19,920
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$363,289
Participant contributions at end of year2010-12-31$21,454
Participant contributions at beginning of year2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$11,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,341,837
Value of net assets at end of year (total assets less liabilities)2010-12-31$45,660,495
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$44,318,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$23,029,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,322,925
Value of interest in pooled separate accounts at end of year2010-12-31$1,605,929
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,365,972
Interest earned on other investments2010-12-31$818,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$20,960,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$21,629,761
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$403,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,593,094
Net investment gain/loss from pooled separate accounts2010-12-31$178,869
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$644,288
Employer contributions (assets) at end of year2010-12-31$43,624
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,861,200
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PINGLETON, HOWARD & COMPANY, P.C.
Accountancy firm EIN2010-12-31751907775
2009 : AUSTIN COLLEGE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AUSTIN COLLEGE RETIREMENT PLAN

2022: AUSTIN COLLEGE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: AUSTIN COLLEGE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AUSTIN COLLEGE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AUSTIN COLLEGE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AUSTIN COLLEGE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AUSTIN COLLEGE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AUSTIN COLLEGE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AUSTIN COLLEGE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AUSTIN COLLEGE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AUSTIN COLLEGE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AUSTIN COLLEGE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AUSTIN COLLEGE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AUSTIN COLLEGE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: AUSTIN COLLEGE RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01First time form 5500 has been submittedYes
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150223
Policy instance 1
Insurance contract or identification number150223
Number of Individuals Covered412
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150223
Policy instance 1
Insurance contract or identification number150223
Number of Individuals Covered415
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150223
Policy instance 1
Insurance contract or identification number150223
Number of Individuals Covered433
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150223
Policy instance 1
Insurance contract or identification number150223
Number of Individuals Covered446
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150223
Policy instance 1
Insurance contract or identification number150223
Number of Individuals Covered460
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150223
Policy instance 1
Insurance contract or identification number150223
Number of Individuals Covered467
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150223
Policy instance 1
Insurance contract or identification number150223
Number of Individuals Covered492
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150223
Policy instance 1
Insurance contract or identification number150223
Number of Individuals Covered516
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150223
Policy instance 1
Insurance contract or identification number150223
Number of Individuals Covered525
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150223
Policy instance 1
Insurance contract or identification number150223
Number of Individuals Covered629
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150223
Policy instance 1
Insurance contract or identification number150223
Number of Individuals Covered621
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150223
Policy instance 1
Insurance contract or identification number150223
Number of Individuals Covered617
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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