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NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 401k Plan overview

Plan NameNOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN
Plan identification number 001

NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET 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

NOBLE AND GREENOUGH SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:NOBLE AND GREENOUGH SCHOOL
Employer identification number (EIN):042104784
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEPHEN GINSBERG STEPHEN GINSBERG2018-09-13
0012016-01-01STEPHEN GINSBERG STEPHEN GINSBERG2017-10-10
0012015-01-01STEPHEN GINSBERG STEPHEN GINSBERG2016-10-14
0012014-01-01STEPHEN GINSBERG STEPHEN GINSBERG2015-10-13
0012013-01-01STEPHEN GINSBERG STEPHEN GINSBERG2014-10-09
0012012-01-01STEPHEN GINSBERG STEPHEN GINSBERG2013-10-15
0012011-01-01STEPHEN GINSBERG STEPHEN GINSBERG2012-10-17
0012009-01-01STEPHEN GINSBERG STEPHEN GINSBERG2010-10-14

Plan Statistics for NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN

401k plan membership statisitcs for NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN

Measure Date Value
2022: NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01511
Total number of active participants reported on line 7a of the Form 55002022-01-01202
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01314
Total of all active and inactive participants2022-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-01522
Number of participants with account balances2022-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01506
Total number of active participants reported on line 7a of the Form 55002021-01-01205
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01301
Total of all active and inactive participants2021-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01513
Number of participants with account balances2021-01-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01508
Total number of active participants reported on line 7a of the Form 55002020-01-01205
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01296
Total of all active and inactive participants2020-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01507
Number of participants with account balances2020-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01525
Total number of active participants reported on line 7a of the Form 55002019-01-01208
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01295
Total of all active and inactive participants2019-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01508
Number of participants with account balances2019-01-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01529
Total number of active participants reported on line 7a of the Form 55002018-01-01208
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01313
Total of all active and inactive participants2018-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01525
Number of participants with account balances2018-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01525
Total number of active participants reported on line 7a of the Form 55002017-01-01209
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01315
Total of all active and inactive participants2017-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01528
Number of participants with account balances2017-01-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01518
Total number of active participants reported on line 7a of the Form 55002016-01-01217
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01291
Total of all active and inactive participants2016-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01514
Number of participants with account balances2016-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01510
Total number of active participants reported on line 7a of the Form 55002015-01-01218
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01292
Total of all active and inactive participants2015-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01515
Number of participants with account balances2015-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01499
Total number of active participants reported on line 7a of the Form 55002014-01-01221
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01285
Total of all active and inactive participants2014-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01510
Number of participants with account balances2014-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01485
Total number of active participants reported on line 7a of the Form 55002013-01-01220
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01276
Total of all active and inactive participants2013-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01500
Number of participants with account balances2013-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01451
Total number of active participants reported on line 7a of the Form 55002012-01-01206
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01283
Total of all active and inactive participants2012-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01492
Number of participants with account balances2012-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01455
Total number of active participants reported on line 7a of the Form 55002011-01-01199
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01251
Total of all active and inactive participants2011-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01451
Number of participants with account balances2011-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01432
Total number of active participants reported on line 7a of the Form 55002009-01-01400
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01440
Number of participants with account balances2009-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN

Measure Date Value
2022 : NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-13,720,083
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,012,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,947,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,470,607
Value of total assets at end of year2022-12-31$114,325,089
Value of total assets at beginning of year2022-12-31$134,057,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$65,102
Total interest from all sources2022-12-31$901,133
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,365,537
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$1,365,537
Administrative expenses professional fees incurred2022-12-31$22,050
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,193,275
Participant contributions at end of year2022-12-31$156,263
Participant contributions at beginning of year2022-12-31$76,761
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$186,702
Other income not declared elsewhere2022-12-31$50,126
Administrative expenses (other) incurred2022-12-31$35,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,732,879
Value of net assets at end of year (total assets less liabilities)2022-12-31$114,325,089
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$134,057,968
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
Investment advisory and management fees2022-12-31$7,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$85,839,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$106,306,064
Value of interest in pooled separate accounts at end of year2022-12-31$5,389,435
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,993,692
Interest on participant loans2022-12-31$5,253
Interest earned on other investments2022-12-31$895,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$22,940,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$22,681,451
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$696,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,924,785
Net investment gain/loss from pooled separate accounts2022-12-31$417,299
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$2,090,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,250,801
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$21,400,491
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,885,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,810,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,766,776
Value of total assets at end of year2021-12-31$134,057,968
Value of total assets at beginning of year2021-12-31$116,542,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,141
Total interest from all sources2021-12-31$755,713
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,952,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,952,930
Administrative expenses professional fees incurred2021-12-31$15,750
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,137,144
Participant contributions at end of year2021-12-31$76,761
Participant contributions at beginning of year2021-12-31$31,511
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$605,371
Other income not declared elsewhere2021-12-31$38,244
Administrative expenses (other) incurred2021-12-31$47,641
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$17,514,991
Value of net assets at end of year (total assets less liabilities)2021-12-31$134,057,968
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$116,542,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$11,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$106,306,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$90,443,290
Value of interest in pooled separate accounts at end of year2021-12-31$4,993,692
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,125,115
Interest on participant loans2021-12-31$2,585
Interest earned on other investments2021-12-31$753,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$22,681,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$21,943,061
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$44,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,134,866
Net investment gain/loss from pooled separate accounts2021-12-31$751,962
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$2,024,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,765,432
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 name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$18,475,451
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,785,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,731,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,172,083
Value of total assets at end of year2020-12-31$116,542,977
Value of total assets at beginning of year2020-12-31$103,852,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,606
Total interest from all sources2020-12-31$814,287
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$870,560
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$870,560
Administrative expenses professional fees incurred2020-12-31$14,469
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,147,723
Participant contributions at end of year2020-12-31$31,511
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,508
Other income not declared elsewhere2020-12-31$36,118
Administrative expenses (other) incurred2020-12-31$34,587
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$12,690,359
Value of net assets at end of year (total assets less liabilities)2020-12-31$116,542,977
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$103,852,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$4,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$90,443,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$78,731,610
Value of interest in pooled separate accounts at end of year2020-12-31$4,125,115
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,121,407
Interest on participant loans2020-12-31$113
Interest earned on other investments2020-12-31$814,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$21,943,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$20,999,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,617,437
Net investment gain/loss from pooled separate accounts2020-12-31$-35,034
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$2,006,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,731,486
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$20,998,463
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,183,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,131,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,356,947
Value of total assets at end of year2019-12-31$103,852,618
Value of total assets at beginning of year2019-12-31$87,037,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,318
Total interest from all sources2019-12-31$777,238
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$784,100
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$784,100
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,062,234
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$359,669
Other income not declared elsewhere2019-12-31$20,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$16,815,212
Value of net assets at end of year (total assets less liabilities)2019-12-31$103,852,618
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$87,037,406
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$78,731,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$62,768,360
Value of interest in pooled separate accounts at end of year2019-12-31$4,121,407
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,909,373
Interest earned on other investments2019-12-31$777,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,999,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$20,359,673
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$321,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,843,745
Net investment gain/loss from pooled separate accounts2019-12-31$216,344
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$1,935,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,810,091
Contract administrator fees2019-12-31$51,318
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$390,323
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,485,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,432,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,464,521
Value of total assets at end of year2018-12-31$87,037,406
Value of total assets at beginning of year2018-12-31$92,132,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,953
Total interest from all sources2018-12-31$776,617
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$925,447
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$925,447
Administrative expenses professional fees incurred2018-12-31$16,493
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,088,420
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$448,786
Other income not declared elsewhere2018-12-31$29,400
Administrative expenses (other) incurred2018-12-31$30,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,095,302
Value of net assets at end of year (total assets less liabilities)2018-12-31$87,037,406
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$92,132,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$5,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$62,768,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$68,723,607
Value of interest in pooled separate accounts at end of year2018-12-31$3,909,373
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,860,920
Interest earned on other investments2018-12-31$776,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$20,359,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$19,548,181
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$191,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,985,912
Net investment gain/loss from pooled separate accounts2018-12-31$180,250
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$1,927,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,240,938
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$16,286,066
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,409,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,392,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,965,296
Value of total assets at end of year2017-12-31$92,132,708
Value of total assets at beginning of year2017-12-31$77,256,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,129
Total interest from all sources2017-12-31$715,779
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$786,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$786,168
Administrative expenses professional fees incurred2017-12-31$11,629
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,055,087
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$44,706
Other income not declared elsewhere2017-12-31$22,752
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$14,876,521
Value of net assets at end of year (total assets less liabilities)2017-12-31$92,132,708
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$77,256,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$5,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$68,723,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$55,411,311
Value of interest in pooled separate accounts at end of year2017-12-31$3,860,920
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,550,860
Interest earned on other investments2017-12-31$715,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$19,548,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$18,294,016
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$268,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,637,717
Net investment gain/loss from pooled separate accounts2017-12-31$158,354
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$1,865,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,123,761
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,963,095
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,186,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,167,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,865,527
Value of total assets at end of year2016-12-31$77,256,187
Value of total assets at beginning of year2016-12-31$72,479,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,049
Total interest from all sources2016-12-31$744,223
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$410,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$410,124
Administrative expenses professional fees incurred2016-12-31$13,549
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,945,944
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$138,098
Other income not declared elsewhere2016-12-31$14,796
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$4,776,859
Value of net assets at end of year (total assets less liabilities)2016-12-31$77,256,187
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$72,479,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$5,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$55,411,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$51,329,183
Value of interest in pooled separate accounts at end of year2016-12-31$3,550,860
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,451,532
Interest earned on other investments2016-12-31$744,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$18,294,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$17,698,613
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$406,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,744,848
Net investment gain/loss from pooled separate accounts2016-12-31$183,577
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$1,781,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,760,357
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,820,417
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,129,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,122,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,957,103
Value of total assets at end of year2015-12-31$72,479,328
Value of total assets at beginning of year2015-12-31$69,788,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,992
Total interest from all sources2015-12-31$677,441
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$385,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$385,042
Administrative expenses professional fees incurred2015-12-31$6,992
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,867,418
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$408,791
Other income not declared elsewhere2015-12-31$15,777
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$2,691,028
Value of net assets at end of year (total assets less liabilities)2015-12-31$72,479,328
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$69,788,300
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$51,329,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$50,291,106
Value of interest in pooled separate accounts at end of year2015-12-31$3,451,532
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,894,156
Interest earned on other investments2015-12-31$677,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$17,698,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$16,603,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-461,906
Net investment gain/loss from pooled separate accounts2015-12-31$246,960
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$1,680,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,122,397
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,575,996
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,311,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,311,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,644,775
Value of total assets at end of year2014-12-31$69,788,300
Value of total assets at beginning of year2014-12-31$64,524,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$663,432
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$535,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$535,826
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,770,250
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$260,979
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$5,264,204
Value of net assets at end of year (total assets less liabilities)2014-12-31$69,788,300
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$64,524,096
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$50,291,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$45,987,568
Value of interest in pooled separate accounts at end of year2014-12-31$2,894,156
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,490,470
Interest earned on other investments2014-12-31$663,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$16,603,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$16,046,058
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$180,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,425,638
Net investment gain/loss from pooled separate accounts2014-12-31$306,325
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$1,613,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,131,511
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$13,086,661
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,686,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,686,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,528,853
Value of total assets at end of year2013-12-31$64,524,096
Value of total assets at beginning of year2013-12-31$54,123,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$640,297
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$387,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$387,986
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,740,009
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$259,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,400,478
Value of net assets at end of year (total assets less liabilities)2013-12-31$64,524,096
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$54,123,618
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$45,987,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$36,375,196
Value of interest in pooled separate accounts at end of year2013-12-31$2,490,470
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,961,300
Interest earned on other investments2013-12-31$640,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$16,046,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$15,787,122
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$148,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,319,751
Net investment gain/loss from pooled separate accounts2013-12-31$209,774
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$1,529,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,537,900
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$12,580,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,500,744
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$637,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$637,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,122,760
Value of total assets at end of year2012-12-31$54,123,618
Value of total assets at beginning of year2012-12-31$33,679,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$601,220
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$150,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$150,539
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,608,600
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$20,341
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$7,863,613
Value of net assets at end of year (total assets less liabilities)2012-12-31$54,123,618
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,679,063
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$36,375,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,956,856
Value of interest in pooled separate accounts at end of year2012-12-31$1,961,300
Value of interest in pooled separate accounts at beginning of year2012-12-31$963,714
Interest earned on other investments2012-12-31$601,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$15,787,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,758,493
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$49,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,468,991
Net investment gain/loss from pooled separate accounts2012-12-31$157,234
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$1,493,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$587,946
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,637,195
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,357,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,357,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,812,842
Value of total assets at end of year2011-12-31$33,679,063
Value of total assets at beginning of year2011-12-31$34,399,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$471,029
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$53,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$53,941
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$424,376
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-720,090
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,679,063
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,399,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,956,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,141,140
Value of interest in pooled separate accounts at end of year2011-12-31$963,714
Value of interest in pooled separate accounts at beginning of year2011-12-31$732,074
Interest earned on other investments2011-12-31$471,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,758,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$11,525,939
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$16,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-800,503
Net investment gain/loss from pooled separate accounts2011-12-31$99,886
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$1,386,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,340,364
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,681,735
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,522,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,522,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,705,314
Value of total assets at end of year2010-12-31$34,399,153
Value of total assets at beginning of year2010-12-31$32,239,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$436,789
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$22,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$22,355
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$398,551
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$33,175
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,296
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$2,159,598
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,399,153
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,239,555
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$22,141,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,174,397
Value of interest in pooled separate accounts at end of year2010-12-31$732,074
Value of interest in pooled separate accounts at beginning of year2010-12-31$583,128
Interest earned on other investments2010-12-31$436,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,525,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,340,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,434,989
Net investment gain/loss from pooled separate accounts2010-12-31$82,288
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$1,301,467
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$108,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,522,137
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 name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406680
Policy instance 1
Insurance contract or identification number406680
Number of Individuals Covered355
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406680
Policy instance 1
Insurance contract or identification number406680
Number of Individuals Covered350
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406680
Policy instance 1
Insurance contract or identification number406680
Number of Individuals Covered348
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406680
Policy instance 1
Insurance contract or identification number406680
Number of Individuals Covered355
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406680
Policy instance 1
Insurance contract or identification number406680
Number of Individuals Covered364
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406680
Policy instance 1
Insurance contract or identification number406680
Number of Individuals Covered368
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406680
Policy instance 1
Insurance contract or identification number406680
Number of Individuals Covered385
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150648
Policy instance 1
Insurance contract or identification number150648
Number of Individuals Covered398
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150648
Policy instance 1
Insurance contract or identification number150648
Number of Individuals Covered401
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150648
Policy instance 1
Insurance contract or identification number150648
Number of Individuals Covered486
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150648
Policy instance 1
Insurance contract or identification number150648
Number of Individuals Covered448
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150648
Policy instance 1
Insurance contract or identification number150648
Number of Individuals Covered433
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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