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LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameLEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN
Plan identification number 001

LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY 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

LEWIS AND CLARK COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:LEWIS AND CLARK COLLEGE
Employer identification number (EIN):930386858
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ANDREA DOOLEY2023-10-05 ANDREA DOOLEY2023-10-05
0012021-01-01ANDREA DOOLEY2022-10-10 ANDREA DOOLEY2022-10-10
0012020-01-01ANDREA DOOLEY2021-10-08 ANDREA DOOLEY2021-10-08
0012019-01-01ANDREA DOOLEY2020-08-04 ANDREA DOOLEY2020-08-04
0012018-01-01
0012018-01-01ALAN FINN2018-07-23
0012017-01-01
0012016-01-01ALAN FINN
0012015-01-01ALAN FINN
0012014-01-01CARL B. VANCE
0012013-01-01CARL B. VANCE
0012012-01-01CARL B. VANCE
0012011-01-01CARL B. VANCE
0012009-01-01CARL B. VANCE CARL B. VANCE2010-10-14
0012009-01-01CARL B. VANCE CARL B. VANCE2010-10-25
0012009-01-01CARL B. VANCE CARL B. VANCE2010-10-14
0012009-01-01CARL B. VANCE CARL B. VANCE2010-10-14

Plan Statistics for LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,660
Total number of active participants reported on line 7a of the Form 55002022-01-01790
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01887
Total of all active and inactive participants2022-01-011,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0124
Total participants2022-01-011,701
Number of participants with account balances2022-01-011,675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,636
Total number of active participants reported on line 7a of the Form 55002021-01-01775
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01870
Total of all active and inactive participants2021-01-011,645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0125
Total participants2021-01-011,670
Number of participants with account balances2021-01-011,643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,680
Total number of active participants reported on line 7a of the Form 55002020-01-01771
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01859
Total of all active and inactive participants2020-01-011,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-011,636
Number of participants with account balances2020-01-011,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,688
Total number of active participants reported on line 7a of the Form 55002019-01-01814
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01862
Total of all active and inactive participants2019-01-011,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-011,683
Number of participants with account balances2019-01-011,679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,761
Total number of active participants reported on line 7a of the Form 55002018-01-01816
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01866
Total of all active and inactive participants2018-01-011,682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-011,688
Number of participants with account balances2018-01-011,685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,740
Total number of active participants reported on line 7a of the Form 55002017-01-01820
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01935
Total of all active and inactive participants2017-01-011,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-011,761
Number of participants with account balances2017-01-011,758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,712
Total number of active participants reported on line 7a of the Form 55002016-01-01844
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01891
Total of all active and inactive participants2016-01-011,735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-011,740
Number of participants with account balances2016-01-011,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,696
Total number of active participants reported on line 7a of the Form 55002015-01-01802
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01907
Total of all active and inactive participants2015-01-011,709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-011,714
Number of participants with account balances2015-01-011,709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,672
Total number of active participants reported on line 7a of the Form 55002014-01-01754
Number of other retired or separated participants entitled to future benefits2014-01-01940
Total of all active and inactive participants2014-01-011,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,697
Number of participants with account balances2014-01-011,693
2013: LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,676
Total number of active participants reported on line 7a of the Form 55002013-01-01761
Number of other retired or separated participants entitled to future benefits2013-01-01910
Total of all active and inactive participants2013-01-011,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-011,675
Number of participants with account balances2013-01-011,669
2012: LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,653
Total number of active participants reported on line 7a of the Form 55002012-01-01753
Number of other retired or separated participants entitled to future benefits2012-01-01919
Total of all active and inactive participants2012-01-011,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-011,676
Number of participants with account balances2012-01-011,669
2011: LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,748
Total number of active participants reported on line 7a of the Form 55002011-01-01726
Number of other retired or separated participants entitled to future benefits2011-01-01926
Total of all active and inactive participants2011-01-011,652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,655
Number of participants with account balances2011-01-011,645
2009: LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,511
Total number of active participants reported on line 7a of the Form 55002009-01-011,412
Number of retired or separated participants receiving benefits2009-01-01246
Number of other retired or separated participants entitled to future benefits2009-01-01778
Total of all active and inactive participants2009-01-012,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0132
Total participants2009-01-012,468
Number of participants with account balances2009-01-011,590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-27,091,080
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,130,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,975,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,045,196
Value of total assets at end of year2022-12-31$279,686,671
Value of total assets at beginning of year2022-12-31$322,908,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$155,964
Total interest from all sources2022-12-31$2,935,001
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,320,173
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$3,320,173
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$4,193,064
Participant contributions at end of year2022-12-31$366,360
Participant contributions at beginning of year2022-12-31$281,441
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,667,277
Other income not declared elsewhere2022-12-31$321,907
Administrative expenses (other) incurred2022-12-31$155,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-43,222,074
Value of net assets at end of year (total assets less liabilities)2022-12-31$279,686,671
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$322,908,745
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$194,708,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$237,188,007
Value of interest in pooled separate accounts at end of year2022-12-31$10,608,573
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,814,714
Interest on participant loans2022-12-31$14,672
Interest earned on other investments2022-12-31$2,920,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$74,003,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$74,624,583
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,986,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-45,599,691
Net investment gain/loss from pooled separate accounts2022-12-31$886,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,184,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,988,616
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31391908691
2021 : LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY 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$45,456,195
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,629,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,478,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,867,073
Value of total assets at end of year2021-12-31$322,908,745
Value of total assets at beginning of year2021-12-31$290,081,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$150,669
Total interest from all sources2021-12-31$2,511,260
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,762,426
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$4,762,426
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$4,035,950
Participant contributions at end of year2021-12-31$281,441
Participant contributions at beginning of year2021-12-31$338,398
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,620,947
Other income not declared elsewhere2021-12-31$276,692
Administrative expenses (other) incurred2021-12-31$150,669
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$32,826,992
Value of net assets at end of year (total assets less liabilities)2021-12-31$322,908,745
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$290,081,753
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$237,188,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$206,219,578
Value of interest in pooled separate accounts at end of year2021-12-31$10,814,714
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,709,345
Interest on participant loans2021-12-31$16,952
Interest earned on other investments2021-12-31$2,494,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$74,624,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$73,814,432
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$358,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$26,377,486
Net investment gain/loss from pooled separate accounts2021-12-31$1,661,258
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$4,210,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,119,675
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31391908691
2020 : LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY 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$40,754,292
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,007,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,948,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,157,710
Value of total assets at end of year2020-12-31$290,081,753
Value of total assets at beginning of year2020-12-31$259,334,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$59,225
Total interest from all sources2020-12-31$2,722,321
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,039,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,039,904
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$3,906,429
Participant contributions at end of year2020-12-31$338,398
Participant contributions at beginning of year2020-12-31$197,756
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,009,681
Other income not declared elsewhere2020-12-31$130,302
Administrative expenses (other) incurred2020-12-31$59,225
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$30,746,786
Value of net assets at end of year (total assets less liabilities)2020-12-31$290,081,753
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$259,334,967
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$206,219,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$175,374,356
Value of interest in pooled separate accounts at end of year2020-12-31$9,709,345
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,558,594
Interest on participant loans2020-12-31$9,523
Interest earned on other investments2020-12-31$2,712,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$73,814,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$71,204,261
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,004,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$26,812,594
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,241,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,943,394
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2020-12-31391908691
2019 : LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY 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$50,473,593
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$15,706,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,641,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,117,705
Value of total assets at end of year2019-12-31$259,334,967
Value of total assets at beginning of year2019-12-31$224,567,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,058
Total interest from all sources2019-12-31$2,655,891
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,062,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,062,275
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$3,858,607
Participant contributions at end of year2019-12-31$197,756
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,068,313
Other income not declared elsewhere2019-12-31$121,355
Administrative expenses (other) incurred2019-12-31$65,058
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$34,767,384
Value of net assets at end of year (total assets less liabilities)2019-12-31$259,334,967
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$224,567,583
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$175,374,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$144,068,116
Value of interest in pooled separate accounts at end of year2019-12-31$12,558,594
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,175,360
Interest on participant loans2019-12-31$5,552
Interest earned on other investments2019-12-31$2,650,339
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$71,204,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$69,324,107
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,520,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,873,979
Net investment gain/loss from pooled separate accounts2019-12-31$642,388
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,190,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,120,515
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 name2019-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-12-31391908691
2018 : LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY 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$2,467,276
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,999,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,940,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,934,652
Value of total assets at end of year2018-12-31$224,567,583
Value of total assets at beginning of year2018-12-31$236,099,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$58,607
Total interest from all sources2018-12-31$2,696,753
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,516,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,516,300
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$3,749,581
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,074,214
Other income not declared elsewhere2018-12-31$99,774
Administrative expenses (other) incurred2018-12-31$58,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,532,329
Value of net assets at end of year (total assets less liabilities)2018-12-31$224,567,583
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$236,099,912
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$144,068,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$158,718,208
Value of interest in pooled separate accounts at end of year2018-12-31$11,175,360
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,547,671
Interest earned on other investments2018-12-31$2,696,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$69,324,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$66,834,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,291,877
Net investment gain/loss from pooled separate accounts2018-12-31$511,674
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,110,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,940,998
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31391908691
2017 : LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY 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$39,844,331
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,282,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,223,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,578,206
Value of total assets at end of year2017-12-31$236,099,912
Value of total assets at beginning of year2017-12-31$207,538,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$58,673
Total interest from all sources2017-12-31$2,507,312
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,845,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,845,168
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$3,635,503
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,782,340
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$28,561,684
Value of net assets at end of year (total assets less liabilities)2017-12-31$236,099,912
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$207,538,228
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$158,718,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$135,648,956
Value of interest in pooled separate accounts at end of year2017-12-31$10,547,671
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,579,501
Interest earned on other investments2017-12-31$2,507,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$66,834,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$62,309,771
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,665,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$23,482,077
Net investment gain/loss from pooled separate accounts2017-12-31$431,568
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$4,160,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,558,930
Contract administrator fees2017-12-31$58,673
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31391908691
2016 : LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$9,071
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$22,415,395
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,527,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,466,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,545,672
Value of total assets at end of year2016-12-31$207,538,228
Value of total assets at beginning of year2016-12-31$193,641,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$61,200
Total interest from all sources2016-12-31$2,543,242
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,370,876
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$1,370,876
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,540,167
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,904,838
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$13,887,951
Value of net assets at end of year (total assets less liabilities)2016-12-31$207,538,228
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$193,641,206
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$135,648,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$126,069,252
Value of interest in pooled separate accounts at end of year2016-12-31$9,579,501
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,141,003
Interest earned on other investments2016-12-31$2,543,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$62,309,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$59,430,951
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,694,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,510,012
Net investment gain/loss from pooled separate accounts2016-12-31$445,593
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,100,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,771,254
Contract administrator fees2016-12-31$61,200
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31391908691
2015 : LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$11,984,320
Total of all expenses incurred2015-12-31$10,808,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,770,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,293,124
Value of total assets at end of year2015-12-31$193,641,206
Value of total assets at beginning of year2015-12-31$192,465,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,694
Total interest from all sources2015-12-31$2,354,358
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,494,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,494,671
Administrative expenses professional fees incurred2015-12-31$14,090
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,494,217
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,802,297
Administrative expenses (other) incurred2015-12-31$24,604
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$1,175,400
Value of net assets at end of year (total assets less liabilities)2015-12-31$193,641,206
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$192,465,806
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$126,069,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$127,237,422
Value of interest in pooled separate accounts at end of year2015-12-31$8,141,003
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,392,034
Interest earned on other investments2015-12-31$2,354,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$59,430,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$57,836,350
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,091,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,763,195
Net investment gain/loss from pooled separate accounts2015-12-31$605,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,996,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,678,965
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$20,260,702
Total of all expenses incurred2014-12-31$9,948,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,911,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,076,107
Value of total assets at end of year2014-12-31$192,465,806
Value of total assets at beginning of year2014-12-31$182,153,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,306
Total interest from all sources2014-12-31$2,421,052
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,371,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,371,627
Administrative expenses professional fees incurred2014-12-31$15,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,344,476
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,726,244
Administrative expenses (other) incurred2014-12-31$22,306
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$10,311,912
Value of net assets at end of year (total assets less liabilities)2014-12-31$192,465,806
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$182,153,894
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$127,237,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$118,429,449
Value of interest in pooled separate accounts at end of year2014-12-31$7,392,034
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,273,159
Interest earned on other investments2014-12-31$2,421,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$57,836,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$57,451,286
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,854,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,612,176
Net investment gain/loss from pooled separate accounts2014-12-31$779,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,005,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,056,652
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$32,963,024
Total of all expenses incurred2013-12-31$9,239,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,236,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,282,838
Value of total assets at end of year2013-12-31$182,153,894
Value of total assets at beginning of year2013-12-31$158,430,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,117
Total interest from all sources2013-12-31$2,298,868
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,294,700
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$1,294,700
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,183,660
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,121,755
Administrative expenses (other) incurred2013-12-31$3,117
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$23,723,579
Value of net assets at end of year (total assets less liabilities)2013-12-31$182,153,894
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$158,430,315
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$118,429,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$97,331,330
Value of interest in pooled separate accounts at end of year2013-12-31$6,273,159
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,304,941
Interest earned on other investments2013-12-31$2,298,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$57,451,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$55,794,044
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,284,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$20,563,413
Net investment gain/loss from pooled separate accounts2013-12-31$523,205
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$3,977,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,951,808
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$23,067,580
Total of all expenses incurred2012-12-31$10,344,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,343,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,987,628
Value of total assets at end of year2012-12-31$158,430,315
Value of total assets at beginning of year2012-12-31$145,707,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$608
Total interest from all sources2012-12-31$2,176,947
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$869,853
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$869,853
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,022,747
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,206,693
Administrative expenses (other) incurred2012-12-31$608
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$12,723,276
Value of net assets at end of year (total assets less liabilities)2012-12-31$158,430,315
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$145,707,039
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$97,331,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$86,966,743
Value of interest in pooled separate accounts at end of year2012-12-31$5,304,941
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,447,706
Interest earned on other investments2012-12-31$2,176,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$55,794,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$54,292,590
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,407,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$11,570,928
Net investment gain/loss from pooled separate accounts2012-12-31$462,224
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$3,758,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,936,566
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$8,089,684
Total of all expenses incurred2011-12-31$10,411,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,404,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,052,081
Value of total assets at end of year2011-12-31$145,707,039
Value of total assets at beginning of year2011-12-31$148,029,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,796
Total interest from all sources2011-12-31$2,157,226
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$503,356
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$503,356
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,921,563
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$474,756
Administrative expenses (other) incurred2011-12-31$6,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,321,961
Value of net assets at end of year (total assets less liabilities)2011-12-31$145,707,039
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$148,029,000
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$86,966,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$90,149,301
Value of interest in pooled separate accounts at end of year2011-12-31$4,447,706
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,844,779
Interest earned on other investments2011-12-31$2,157,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$54,292,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$54,034,920
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,207,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,123,125
Net investment gain/loss from pooled separate accounts2011-12-31$500,146
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$3,655,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,197,780
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$20,114,477
Total of all expenses incurred2010-12-31$8,919,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,914,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,894,336
Value of total assets at end of year2010-12-31$148,029,000
Value of total assets at beginning of year2010-12-31$136,833,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,708
Total interest from all sources2010-12-31$1,997,280
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$253,795
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$253,795
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,847,302
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$222,587
Administrative expenses (other) incurred2010-12-31$275
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$11,195,276
Value of net assets at end of year (total assets less liabilities)2010-12-31$148,029,000
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$136,833,724
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$90,149,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$81,280,258
Value of interest in pooled separate accounts at end of year2010-12-31$3,844,779
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,816,592
Interest earned on other investments2010-12-31$1,997,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$54,034,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$52,736,874
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,190,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$10,546,829
Net investment gain/loss from pooled separate accounts2010-12-31$422,237
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$3,824,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,723,706
Contract administrator fees2010-12-31$4,433
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
2009 : LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY 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 LEWIS AND CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101700
Policy instance 1
Insurance contract or identification number101700
Number of Individuals Covered914
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101700
Policy instance 1
Insurance contract or identification number101700
Number of Individuals Covered932
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101700
Policy instance 1
Insurance contract or identification number101700
Number of Individuals Covered959
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101700
Policy instance 1
Insurance contract or identification number101700
Number of Individuals Covered981
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101700
Policy instance 1
Insurance contract or identification number101700
Number of Individuals Covered1017
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number0229
Policy instance 2
Insurance contract or identification number0229
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number0229
Policy instance 1
Insurance contract or identification number0229
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101700
Policy instance 2
Insurance contract or identification number101700
Number of Individuals Covered1073
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101700
Policy instance 1
Insurance contract or identification number101700
Number of Individuals Covered1104
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 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
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number0229
Policy instance 2
Insurance contract or identification number0229
Number of Individuals Covered2
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 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
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number0229
Policy instance 2
Insurance contract or identification number0229
Number of Individuals Covered2
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101700
Policy instance 1
Insurance contract or identification number101700
Number of Individuals Covered1142
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number0229
Policy instance 2
Insurance contract or identification number0229
Number of Individuals Covered2
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101700
Policy instance 1
Insurance contract or identification number101700
Number of Individuals Covered1169
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101700
Policy instance 1
Insurance contract or identification number101700
Number of Individuals Covered1671
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number0229
Policy instance 2
Insurance contract or identification number0229
Number of Individuals Covered2
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number0229
Policy instance 2
Insurance contract or identification number0229
Number of Individuals Covered2
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101700
Policy instance 1
Insurance contract or identification number101700
Number of Individuals Covered1645
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number0229
Policy instance 2
Insurance contract or identification number0229
Number of Individuals Covered2
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101700
Policy instance 1
Insurance contract or identification number101700
Number of Individuals Covered1622
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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