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WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameWESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

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

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

Company Name:WESTMONT COLLEGE
Employer identification number (EIN):951684793
NAIC Classification:611000

Additional information about WESTMONT COLLEGE

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0183976

More information about WESTMONT COLLEGE

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GRETA BRUNEEL2023-10-16
0012021-01-01GRETA BRUNEEL2022-10-17
0012020-01-01DOUGLAS JONES2021-10-07
0012019-01-01DOUGLAS JONES2020-10-02
0012018-01-01BETH CRAUWELS2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012014-01-01 JOYCE A. DULWORTH2015-09-23
0012013-01-01GWYN EASTOM
0012012-01-01GWYN EASTOM
0012011-01-01GWYN EASTOM

Plan Statistics for WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

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

Measure Date Value
2022: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01425
Total number of active participants reported on line 7a of the Form 55002022-01-01416
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0156
Total of all active and inactive participants2022-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01473
Number of participants with account balances2022-01-01421
2021: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01409
Total number of active participants reported on line 7a of the Form 55002021-01-01372
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01425
Number of participants with account balances2021-01-01376
2020: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01418
Total number of active participants reported on line 7a of the Form 55002020-01-01358
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01409
Total participants2020-01-01409
Number of participants with account balances2020-01-01364
2019: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01390
Total number of active participants reported on line 7a of the Form 55002019-01-01366
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01418
Number of participants with account balances2019-01-01372
2018: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01411
Total number of active participants reported on line 7a of the Form 55002018-01-01338
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01390
Total participants2018-01-01390
Number of participants with account balances2018-01-01347
2017: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01412
Total number of active participants reported on line 7a of the Form 55002017-01-01356
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01411
Total participants2017-01-01411
Number of participants with account balances2017-01-01366
2016: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01399
Total number of active participants reported on line 7a of the Form 55002016-01-01347
Number of other retired or separated participants entitled to future benefits2016-01-0165
Total of all active and inactive participants2016-01-01412
Total participants2016-01-01412
Number of participants with account balances2016-01-01367
2015: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01422
Total number of active participants reported on line 7a of the Form 55002015-01-01362
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01399
Total participants2015-01-01399
Number of participants with account balances2015-01-01355
2014: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01386
Total number of active participants reported on line 7a of the Form 55002014-01-01387
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01422
Total participants2014-01-01422
Number of participants with account balances2014-01-01376
2013: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01385
Total number of active participants reported on line 7a of the Form 55002013-01-01322
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-01386
Total participants2013-01-01386
Number of participants with account balances2013-01-01364
2012: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01305
Total number of active participants reported on line 7a of the Form 55002012-01-01327
Number of other retired or separated participants entitled to future benefits2012-01-0158
Total of all active and inactive participants2012-01-01385
Total participants2012-01-01385
Number of participants with account balances2012-01-01361
2011: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01285
Total number of active participants reported on line 7a of the Form 55002011-01-01289
Number of retired or separated participants receiving benefits2011-01-0116
Total of all active and inactive participants2011-01-01305
Total participants2011-01-01305
Number of participants with account balances2011-01-01289

Financial Data on WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-9,542,171
Total of all expenses incurred2022-12-31$9,426,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,333,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,710,706
Value of total assets at end of year2022-12-31$70,458,351
Value of total assets at beginning of year2022-12-31$89,427,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$92,646
Total interest from all sources2022-12-31$189,770
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$41,457
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$41,457
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,825,911
Participant contributions at end of year2022-12-31$251,279
Participant contributions at beginning of year2022-12-31$263,107
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$449,993
Administrative expenses (other) incurred2022-12-31$92,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,968,686
Value of net assets at end of year (total assets less liabilities)2022-12-31$70,458,351
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$89,427,037
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$60,133,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$78,181,037
Value of interest in pooled separate accounts at end of year2022-12-31$961,308
Value of interest in pooled separate accounts at beginning of year2022-12-31$901,360
Interest on participant loans2022-12-31$10,422
Interest earned on other investments2022-12-31$179,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,112,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,081,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,558,987
Net investment gain/loss from pooled separate accounts2022-12-31$74,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,434,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,333,869
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$15,072,867
Total of all expenses incurred2021-12-31$6,027,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,954,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,395,165
Value of total assets at end of year2021-12-31$89,427,037
Value of total assets at beginning of year2021-12-31$80,381,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$72,328
Total interest from all sources2021-12-31$158,236
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$102,606
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$102,606
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,755,536
Participant contributions at end of year2021-12-31$263,107
Participant contributions at beginning of year2021-12-31$246,717
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$350,350
Administrative expenses (other) incurred2021-12-31$72,328
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$9,045,837
Value of net assets at end of year (total assets less liabilities)2021-12-31$89,427,037
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$80,381,200
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$78,181,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$73,059,729
Value of interest in pooled separate accounts at end of year2021-12-31$901,360
Value of interest in pooled separate accounts at beginning of year2021-12-31$753,751
Interest on participant loans2021-12-31$11,394
Interest earned on other investments2021-12-31$146,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,081,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,321,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,280,188
Net investment gain/loss from pooled separate accounts2021-12-31$136,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,289,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,954,702
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$13,413,639
Total of all expenses incurred2020-12-31$7,724,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,662,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,228,122
Value of total assets at end of year2020-12-31$80,381,200
Value of total assets at beginning of year2020-12-31$74,692,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,475
Total interest from all sources2020-12-31$165,108
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$58,104
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$58,104
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,679,202
Participant contributions at end of year2020-12-31$246,717
Participant contributions at beginning of year2020-12-31$309,754
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$224,864
Administrative expenses (other) incurred2020-12-31$62,475
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$5,688,729
Value of net assets at end of year (total assets less liabilities)2020-12-31$80,381,200
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$74,692,471
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$73,059,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$67,214,633
Value of interest in pooled separate accounts at end of year2020-12-31$753,751
Value of interest in pooled separate accounts at beginning of year2020-12-31$813,964
Interest on participant loans2020-12-31$12,807
Interest earned on other investments2020-12-31$152,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,321,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,354,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,969,770
Net investment gain/loss from pooled separate accounts2020-12-31$-7,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,324,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,662,435
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$15,249,223
Total of all expenses incurred2019-12-31$3,022,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,960,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,177,173
Value of total assets at end of year2019-12-31$74,692,471
Value of total assets at beginning of year2019-12-31$62,465,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,326
Total interest from all sources2019-12-31$166,556
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$65,327
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$65,327
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,803,058
Participant contributions at end of year2019-12-31$309,754
Participant contributions at beginning of year2019-12-31$303,147
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,630
Administrative expenses (other) incurred2019-12-31$62,326
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$12,226,536
Value of net assets at end of year (total assets less liabilities)2019-12-31$74,692,471
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$62,465,935
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$67,214,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,748,868
Value of interest in pooled separate accounts at end of year2019-12-31$813,964
Value of interest in pooled separate accounts at beginning of year2019-12-31$749,397
Interest on participant loans2019-12-31$14,705
Interest earned on other investments2019-12-31$151,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,354,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,664,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,798,323
Net investment gain/loss from pooled separate accounts2019-12-31$41,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,360,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,960,361
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 name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$572,489
Total of all expenses incurred2018-12-31$3,896,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,831,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,524,057
Value of total assets at end of year2018-12-31$62,465,935
Value of total assets at beginning of year2018-12-31$65,790,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$65,222
Total interest from all sources2018-12-31$172,897
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$48,356
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$48,356
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,666,036
Participant contributions at end of year2018-12-31$303,147
Participant contributions at beginning of year2018-12-31$315,339
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$506,332
Administrative expenses (other) incurred2018-12-31$65,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,324,294
Value of net assets at end of year (total assets less liabilities)2018-12-31$62,465,935
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$65,790,229
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$54,748,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$60,185,190
Value of interest in pooled separate accounts at end of year2018-12-31$749,397
Value of interest in pooled separate accounts at beginning of year2018-12-31$722,437
Interest earned on other investments2018-12-31$172,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,664,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,567,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,207,183
Net investment gain/loss from pooled separate accounts2018-12-31$34,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,351,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,831,561
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$12,770,795
Total of all expenses incurred2017-12-31$3,573,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,534,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,706,658
Value of total assets at end of year2017-12-31$65,790,229
Value of total assets at beginning of year2017-12-31$56,593,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,742
Total interest from all sources2017-12-31$1,664,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,572,110
Participant contributions at end of year2017-12-31$315,339
Participant contributions at beginning of year2017-12-31$293,245
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$811,313
Administrative expenses (other) incurred2017-12-31$39,742
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$9,196,992
Value of net assets at end of year (total assets less liabilities)2017-12-31$65,790,229
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,593,237
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$60,185,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$45,919,499
Value of interest in pooled separate accounts at end of year2017-12-31$722,437
Value of interest in pooled separate accounts at beginning of year2017-12-31$659,355
Interest on participant loans2017-12-31$9,521
Interest earned on other investments2017-12-31$1,654,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,567,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,721,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,399,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,323,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,534,061
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$7,325,008
Total of all expenses incurred2016-12-31$4,169,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,119,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,747,102
Value of total assets at end of year2016-12-31$56,593,237
Value of total assets at beginning of year2016-12-31$53,437,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,777
Total interest from all sources2016-12-31$1,114,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,563,731
Participant contributions at end of year2016-12-31$293,245
Participant contributions at beginning of year2016-12-31$366,212
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$582,342
Administrative expenses (other) incurred2016-12-31$49,777
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$3,155,308
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,593,237
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$53,437,929
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$45,919,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$43,742,494
Value of interest in pooled separate accounts at end of year2016-12-31$659,355
Value of interest in pooled separate accounts at beginning of year2016-12-31$682,830
Interest on participant loans2016-12-31$10,237
Interest earned on other investments2016-12-31$1,104,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,721,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,646,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,462,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,601,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,119,923
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,658,478
Total of all expenses incurred2015-12-31$4,362,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,314,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,611,344
Value of total assets at end of year2015-12-31$53,437,929
Value of total assets at beginning of year2015-12-31$54,142,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$48,281
Total interest from all sources2015-12-31$1,779,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,474,641
Participant contributions at end of year2015-12-31$366,212
Participant contributions at beginning of year2015-12-31$282,713
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$823,472
Administrative expenses (other) incurred2015-12-31$48,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-704,486
Value of net assets at end of year (total assets less liabilities)2015-12-31$53,437,929
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$54,142,415
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$43,742,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,424,703
Value of interest in pooled separate accounts at end of year2015-12-31$682,830
Value of interest in pooled separate accounts at beginning of year2015-12-31$652,965
Interest on participant loans2015-12-31$10,265
Interest earned on other investments2015-12-31$1,769,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,646,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,782,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,732,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,313,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,314,683
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$7,503,952
Total of all expenses incurred2014-12-31$5,200,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,157,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,917,017
Value of total assets at end of year2014-12-31$54,142,415
Value of total assets at beginning of year2014-12-31$51,839,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,888
Total interest from all sources2014-12-31$1,689,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,459,710
Participant contributions at end of year2014-12-31$282,713
Participant contributions at beginning of year2014-12-31$280,518
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,139,830
Administrative expenses (other) incurred2014-12-31$42,888
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$2,303,255
Value of net assets at end of year (total assets less liabilities)2014-12-31$54,142,415
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$51,839,160
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$45,424,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$42,980,238
Value of interest in pooled separate accounts at end of year2014-12-31$652,965
Value of interest in pooled separate accounts at beginning of year2014-12-31$483,820
Interest on participant loans2014-12-31$8,393
Interest earned on other investments2014-12-31$1,681,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,782,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,094,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$897,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,317,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,157,809
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$10,541,748
Total of all expenses incurred2013-12-31$1,815,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,782,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,874,881
Value of total assets at end of year2013-12-31$51,839,160
Value of total assets at beginning of year2013-12-31$43,113,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$32,825
Total interest from all sources2013-12-31$289,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,363,871
Participant contributions at end of year2013-12-31$280,518
Participant contributions at beginning of year2013-12-31$188,347
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$256,727
Administrative expenses (other) incurred2013-12-31$32,825
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$8,726,094
Value of net assets at end of year (total assets less liabilities)2013-12-31$51,839,160
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$43,113,066
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$42,980,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,721,078
Value of interest in pooled separate accounts at end of year2013-12-31$483,820
Value of interest in pooled separate accounts at beginning of year2013-12-31$347,616
Interest on participant loans2013-12-31$7,543
Interest earned on other investments2013-12-31$282,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,094,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,856,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,376,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,254,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,782,829
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$7,545,241
Total of all expenses incurred2012-12-31$2,229,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,200,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,858,697
Value of total assets at end of year2012-12-31$43,113,066
Value of total assets at beginning of year2012-12-31$37,797,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,660
Total interest from all sources2012-12-31$274,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,275,146
Participant contributions at end of year2012-12-31$188,347
Participant contributions at beginning of year2012-12-31$219,208
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$380,916
Administrative expenses (other) incurred2012-12-31$28,660
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$5,316,058
Value of net assets at end of year (total assets less liabilities)2012-12-31$43,113,066
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$37,797,008
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$34,721,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$29,841,751
Value of interest in pooled separate accounts at end of year2012-12-31$347,616
Value of interest in pooled separate accounts at beginning of year2012-12-31$245,614
Interest on participant loans2012-12-31$5,478
Interest earned on other investments2012-12-31$268,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,856,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,490,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,412,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,202,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,200,523
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,970,300
Total of all expenses incurred2011-12-31$2,624,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,597,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,383,677
Value of total assets at end of year2011-12-31$37,797,008
Value of total assets at beginning of year2011-12-31$38,450,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,750
Total interest from all sources2011-12-31$275,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,154,886
Participant contributions at end of year2011-12-31$219,208
Participant contributions at beginning of year2011-12-31$243,111
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$99,015
Administrative expenses (other) incurred2011-12-31$26,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-653,874
Value of net assets at end of year (total assets less liabilities)2011-12-31$37,797,008
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,450,882
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$29,841,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$30,640,529
Value of interest in pooled separate accounts at end of year2011-12-31$245,614
Value of interest in pooled separate accounts at beginning of year2011-12-31$218,612
Interest on participant loans2011-12-31$6,587
Interest earned on other investments2011-12-31$268,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,490,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,348,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-688,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,129,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,597,424
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$6,025,451
Total of all expenses incurred2010-12-31$1,884,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,858,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,281,499
Value of total assets at end of year2010-12-31$38,450,882
Value of total assets at beginning of year2010-12-31$34,310,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25,939
Total interest from all sources2010-12-31$257,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
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$1,094,731
Participant contributions at end of year2010-12-31$243,111
Participant contributions at beginning of year2010-12-31$180,930
Participant contributions at end of year2010-12-31$243,111
Participant contributions at beginning of year2010-12-31$180,930
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$105,030
Administrative expenses (other) incurred2010-12-31$25,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,140,663
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,450,882
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$34,310,219
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$31,008,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$27,393,194
Value of interest in pooled separate accounts at end of year2010-12-31$218,612
Value of interest in pooled separate accounts at beginning of year2010-12-31$49,645
Interest on participant loans2010-12-31$6,461
Interest earned on other investments2010-12-31$251,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,980,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,686,450
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$9,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,431,079
Net investment gain/loss from pooled separate accounts2010-12-31$55,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,081,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,849,195
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 name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

2022: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT 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: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT 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: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT 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: WESTMONT COLLEGE DEFINED CONTRIBUTION RETIREMENT 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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-80227
Policy instance 4
Insurance contract or identification numberGA-80227
Number of Individuals Covered68
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberVARIOUS
Policy instance 3
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56374
Policy instance 2
Insurance contract or identification number56374
Number of Individuals Covered41
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $301
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $301
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334674
Policy instance 1
Insurance contract or identification number334674
Number of Individuals Covered103
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56374
Policy instance 2
Insurance contract or identification number56374
Number of Individuals Covered44
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $273
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $273
Insurance broker organization code?3
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberVARIOUS
Policy instance 3
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number334674
Policy instance 1
Insurance contract or identification number334674
Number of Individuals Covered105
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberVARIOUS
Policy instance 3
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number334674
Policy instance 1
Insurance contract or identification number334674
Number of Individuals Covered113
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56374
Policy instance 2
Insurance contract or identification number56374
Number of Individuals Covered47
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $227
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $227
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334674
Policy instance 1
Insurance contract or identification number334674
Number of Individuals Covered118
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56374
Policy instance 2
Insurance contract or identification number56374
Number of Individuals Covered52
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $507
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $507
Insurance broker organization code?3
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberVARIOUS
Policy instance 3
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberVARIOUS
Policy instance 3
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number334674
Policy instance 1
Insurance contract or identification number334674
Number of Individuals Covered125
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56374
Policy instance 2
Insurance contract or identification number56374
Number of Individuals Covered59
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $834
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $834
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334674
Policy instance 1
Insurance contract or identification number334674
Number of Individuals Covered128
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56374
Policy instance 2
Insurance contract or identification number56374
Number of Individuals Covered62
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,701
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,701
Insurance broker organization code?3
Insurance broker nameVALIC
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberVARIOUS
Policy instance 3
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberVARIOUS
Policy instance 3
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56374
Policy instance 2
Insurance contract or identification number56374
Number of Individuals Covered74
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,334
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,334
Insurance broker organization code?3
Insurance broker nameVALIC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334674
Policy instance 1
Insurance contract or identification number334674
Number of Individuals Covered140
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
SUNAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 4
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004481
Policy instance 2
Insurance contract or identification number004481
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-03-31
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 number334674
Policy instance 1
Insurance contract or identification number334674
Number of Individuals Covered143
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56374
Policy instance 3
Insurance contract or identification number56374
Number of Individuals Covered78
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $991
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
Commission paid to Insurance BrokerUSD $991
Insurance broker organization code?3
Insurance broker nameVALIC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004481
Policy instance 2
Insurance contract or identification number004481
Number of Individuals Covered214
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 number334674
Policy instance 1
Insurance contract or identification number334674
Number of Individuals Covered150
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56374
Policy instance 3
Insurance contract or identification number56374
Number of Individuals Covered85
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,866
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
Commission paid to Insurance BrokerUSD $2,866
Insurance broker organization code?3
Insurance broker nameVALIC
SUNAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 4
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004481
Policy instance 2
Insurance contract or identification number004481
Number of Individuals Covered212
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $6,194
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
Amount paid for insurance broker fees6194
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56374
Policy instance 3
Insurance contract or identification number56374
Number of Individuals Covered89
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,896
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
Commission paid to Insurance BrokerUSD $3,896
Insurance broker organization code?3
Insurance broker nameVALIC
SUNAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 4
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number334674
Policy instance 1
Insurance contract or identification number334674
Number of Individuals Covered149
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56374
Policy instance 3
Insurance contract or identification number56374
Number of Individuals Covered89
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number334674
Policy instance 1
Insurance contract or identification number334674
Number of Individuals Covered139
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004481
Policy instance 2
Insurance contract or identification number004481
Number of Individuals Covered166
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
SUNAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 4
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number334674
Policy instance 1
Insurance contract or identification number334674
Number of Individuals Covered133
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56374
Policy instance 3
Insurance contract or identification number56374
Number of Individuals Covered91
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUNAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 4
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
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004481
Policy instance 2
Insurance contract or identification number004481
Number of Individuals Covered151
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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