401k Plan data: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN plan

CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 401k Plan overview

Plan Name	CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN
Plan identification number	001

CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TEMPUS UNLIMITED, INC. has sponsored the creation of one or more 401k plans.

Company Name: TEMPUS UNLIMITED, INC.

Employer identification number (EIN): 042239746

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01 LARRY SPENCER 2023-04-14
001 2020-07-01 LARRY SPENCER 2022-04-14
001 2019-07-01 LARRY SPENCER 2021-04-14
001 2018-07-01 LARRY SPENCER 2020-04-12
001 2017-07-01 LARRY SPENCER 2019-04-11
001 2016-07-01
001 2015-07-01 LARRY SPENCER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-07-01	LARRY SPENCER	2023-04-14
001	2020-07-01	LARRY SPENCER	2022-04-14
001	2019-07-01	LARRY SPENCER	2021-04-14
001	2018-07-01	LARRY SPENCER	2020-04-12
001	2017-07-01	LARRY SPENCER	2019-04-11
001	2016-07-01
001	2015-07-01	LARRY SPENCER

Plan Statistics for CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN

401k plan membership statisitcs for CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN

Measure Date Value
2021: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 288
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 412
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 32
Total of all active and inactive participants 2021-07-01 444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 444
Number of participants with account balances 2021-07-01 260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 10
2020: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 289
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 263
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 25
Total of all active and inactive participants 2020-07-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 288
Number of participants with account balances 2020-07-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 10
2019: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 293
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 258
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 31
Total of all active and inactive participants 2019-07-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 289
Number of participants with account balances 2019-07-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 10
2018: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 241
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 267
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 24
Total of all active and inactive participants 2018-07-01 291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 291
Number of participants with account balances 2018-07-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 9
2017: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 249
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 227
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 14
Total of all active and inactive participants 2017-07-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 241
Number of participants with account balances 2017-07-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 11
2016: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 234
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 243
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 6
Total of all active and inactive participants 2016-07-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 249
Number of participants with account balances 2016-07-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 8
2015: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 186
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 233
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 1
Total of all active and inactive participants 2015-07-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 234
Number of participants with account balances 2015-07-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 2

Measure	Date	Value
2021: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	288
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	412
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	32
Total of all active and inactive participants	2021-07-01	444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	444
Number of participants with account balances	2021-07-01	260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	10
2020: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	289
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	263
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	25
Total of all active and inactive participants	2020-07-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	288
Number of participants with account balances	2020-07-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	10
2019: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	293
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	258
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	31
Total of all active and inactive participants	2019-07-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	289
Number of participants with account balances	2019-07-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	10
2018: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	241
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	267
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	24
Total of all active and inactive participants	2018-07-01	291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	291
Number of participants with account balances	2018-07-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	9
2017: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	249
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	227
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	14
Total of all active and inactive participants	2017-07-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	241
Number of participants with account balances	2017-07-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	11
2016: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	234
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	243
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	6
Total of all active and inactive participants	2016-07-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	249
Number of participants with account balances	2016-07-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	8
2015: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	186
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	233
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	1
Total of all active and inactive participants	2015-07-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	234
Number of participants with account balances	2015-07-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	2

Financial Data on CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN

Measure	Date	Value
2022 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$9,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-181,135
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$718,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$684,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$966,578
Value of total assets at end of year	2022-06-30	$7,632,005
Value of total assets at beginning of year	2022-06-30	$8,522,189
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$34,635
Total interest from all sources	2022-06-30	$19,126
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$615,942
Participant contributions at end of year	2022-06-30	$316,729
Participant contributions at beginning of year	2022-06-30	$259,431
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$53,120
Total non interest bearing cash at end of year	2022-06-30	$47,508
Total non interest bearing cash at beginning of year	2022-06-30	$751,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-899,813
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$7,622,376
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$8,522,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$6,762,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$7,166,759
Interest on participant loans	2022-06-30	$10,576
Interest earned on other investments	2022-06-30	$8,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$505,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$344,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,166,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$297,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$684,043
Contract administrator fees	2022-06-30	$34,635
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$9,629
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	WITHUM SMITH & BROWN, P.C.
Accountancy firm EIN	2022-06-30	222027092
2021 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$3,763,827
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$232,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$215,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$2,118,767
Value of total assets at end of year	2021-06-30	$8,522,189
Value of total assets at beginning of year	2021-06-30	$4,990,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$16,872
Total interest from all sources	2021-06-30	$19,763
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$478,533
Participant contributions at end of year	2021-06-30	$259,431
Participant contributions at beginning of year	2021-06-30	$213,382
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$4,812
Total non interest bearing cash at end of year	2021-06-30	$751,255
Total non interest bearing cash at beginning of year	2021-06-30	$26,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$3,531,262
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$8,522,189
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$4,990,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$7,166,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$4,500,409
Interest on participant loans	2021-06-30	$12,801
Interest earned on other investments	2021-06-30	$6,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$344,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$250,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,625,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$1,635,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$215,693
Contract administrator fees	2021-06-30	$16,872
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	O'CONNOR & DREW, P.C.
Accountancy firm EIN	2021-06-30	043000523
2020 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,367,335
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$175,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$151,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,116,210
Value of total assets at end of year	2020-06-30	$4,990,927
Value of total assets at beginning of year	2020-06-30	$3,798,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$23,866
Total interest from all sources	2020-06-30	$14,784
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$391,661
Participant contributions at end of year	2020-06-30	$213,382
Participant contributions at beginning of year	2020-06-30	$109,722
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$1,864
Total non interest bearing cash at end of year	2020-06-30	$26,951
Total non interest bearing cash at beginning of year	2020-06-30	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,192,080
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$4,990,927
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$3,798,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$4,500,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$3,507,236
Interest on participant loans	2020-06-30	$9,041
Interest earned on other investments	2020-06-30	$5,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$250,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$181,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$236,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$722,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$151,389
Contract administrator fees	2020-06-30	$23,866
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	O'CONNOR & DREW, P.C.
Accountancy firm EIN	2020-06-30	043000523
2019 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,280,368
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$272,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$251,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,056,992
Value of total assets at end of year	2019-06-30	$3,798,847
Value of total assets at beginning of year	2019-06-30	$2,791,345
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$21,020
Total interest from all sources	2019-06-30	$10,106
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$327,691
Participant contributions at end of year	2019-06-30	$109,722
Participant contributions at beginning of year	2019-06-30	$114,799
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$69,984
Total non interest bearing cash at end of year	2019-06-30	$3
Total non interest bearing cash at beginning of year	2019-06-30	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,007,502
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$3,798,847
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$2,791,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$3,507,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$2,521,227
Interest on participant loans	2019-06-30	$5,288
Interest earned on other investments	2019-06-30	$4,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$181,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$155,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$213,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$659,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$251,846
Contract administrator fees	2019-06-30	$21,020
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	O'CONNOR & DREW, P.C.
Accountancy firm EIN	2019-06-30	043000523
2018 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,271,296
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$142,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$123,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,050,790
Value of total assets at end of year	2018-06-30	$2,791,345
Value of total assets at beginning of year	2018-06-30	$1,662,060
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$18,575
Total interest from all sources	2018-06-30	$6,336
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$312,859
Participant contributions at end of year	2018-06-30	$114,799
Participant contributions at beginning of year	2018-06-30	$51,664
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$107,206
Total non interest bearing cash at end of year	2018-06-30	$3
Total non interest bearing cash at beginning of year	2018-06-30	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,129,285
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$2,791,345
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$1,662,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$2,521,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$1,510,109
Interest on participant loans	2018-06-30	$3,096
Interest earned on other investments	2018-06-30	$3,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$155,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$100,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$214,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$630,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$123,436
Contract administrator fees	2018-06-30	$18,575
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	O'CONNOR & DREW, P.C.
Accountancy firm EIN	2018-06-30	043000523
2017 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$835,073
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$67,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$63,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$673,096
Value of total assets at end of year	2017-06-30	$1,662,060
Value of total assets at beginning of year	2017-06-30	$894,196
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$4,024
Total interest from all sources	2017-06-30	$3,318
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$307,188
Participant contributions at end of year	2017-06-30	$51,664
Participant contributions at beginning of year	2017-06-30	$11,348
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$179,641
Total non interest bearing cash at end of year	2017-06-30	$2
Total non interest bearing cash at beginning of year	2017-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$767,864
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$1,662,060
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$894,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$1,510,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$826,029
Interest on participant loans	2017-06-30	$1,218
Interest earned on other investments	2017-06-30	$2,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$100,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$56,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$158,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$186,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$63,185
Contract administrator fees	2017-06-30	$4,024
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	O'CONNOR & DREW, P.C.
Accountancy firm EIN	2017-06-30	043000523
2016 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$897,702
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$3,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$2,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$887,093
Value of total assets at end of year	2016-06-30	$894,196
Value of total assets at beginning of year	2016-06-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$817
Total interest from all sources	2016-06-30	$50
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$225,503
Participant contributions at end of year	2016-06-30	$11,348
Participant contributions at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$132,612
Total non interest bearing cash at end of year	2016-06-30	$0
Total non interest bearing cash at beginning of year	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$894,196
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$894,196
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$826,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$0
Interest on participant loans	2016-06-30	$50
Interest earned on other investments	2016-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$56,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$10,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$528,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$2,689
Contract administrator fees	2016-06-30	$817
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	O'CONNOR & DREW, PC
Accountancy firm EIN	2016-06-30	043000523

Form 5500 Responses for CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN

2021: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	First time form 5500 has been submitted	Yes
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

809940

Policy instance

Insurance contract or identification number	809940
Number of Individuals Covered	444
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

809940

Policy instance

Insurance contract or identification number	809940
Number of Individuals Covered	288
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

809940

Policy instance

Insurance contract or identification number	809940
Number of Individuals Covered	289
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

809940

Policy instance

Insurance contract or identification number	809940
Number of Individuals Covered	291
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

809940

Policy instance

Insurance contract or identification number	809940
Number of Individuals Covered	241
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

809940

Policy instance

Insurance contract or identification number	809940
Number of Individuals Covered	234
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	TEMPUS UNLIMITED, INC.
Employer identification number (EIN):	042239746
NAIC Classification:	624100
NAIC Description:	Individual and Family Services