401k Plan data: CITIZEN SCHOOLS MEDICAL/VISION PLAN plan

CITIZEN SCHOOLS MEDICAL/VISION PLAN 401k Plan overview

Plan Name	CITIZEN SCHOOLS MEDICAL/VISION PLAN
Plan identification number	502

CITIZEN SCHOOLS MEDICAL/VISION PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Vision

401k Sponsoring company profile

CITIZEN SCHOOLS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CITIZEN SCHOOLS, INC.

Employer identification number (EIN): 043259160

NAIC Classification: 611000

Additional information about CITIZEN SCHOOLS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2005-12-20

Company Identification Number: 0800586724

Legal Registered Office Address: 1 BEACON ST STE 2200

BOSTON
United States of America (USA)
02108

More information about CITIZEN SCHOOLS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CITIZEN SCHOOLS MEDICAL/VISION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2013-07-01 JILL SMERKERS JILL SMERKERS 2014-10-28
502 2012-07-01 KAIT ROGERS
502 2011-07-01 GEORGE CHU
502 2009-07-01 COURTNEY WALSH

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
502	2013-07-01	JILL SMERKERS	JILL SMERKERS	2014-10-28
502	2012-07-01	KAIT ROGERS
502	2011-07-01	GEORGE CHU
502	2009-07-01	COURTNEY WALSH

Plan Statistics for CITIZEN SCHOOLS MEDICAL/VISION PLAN

401k plan membership statisitcs for CITIZEN SCHOOLS MEDICAL/VISION PLAN

Measure Date Value
2013: CITIZEN SCHOOLS MEDICAL/VISION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 388
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 0
Total of all active and inactive participants 2013-07-01 0
2012: CITIZEN SCHOOLS MEDICAL/VISION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 372
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 379
Number of retired or separated participants receiving benefits 2012-07-01 9
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 388
2011: CITIZEN SCHOOLS MEDICAL/VISION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 313
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 367
Number of retired or separated participants receiving benefits 2011-07-01 5
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 372
2009: CITIZEN SCHOOLS MEDICAL/VISION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 194
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 306
Number of retired or separated participants receiving benefits 2009-07-01 16
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 322

Measure	Date	Value
2013: CITIZEN SCHOOLS MEDICAL/VISION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	388
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	0
Total of all active and inactive participants	2013-07-01	0
2012: CITIZEN SCHOOLS MEDICAL/VISION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	372
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	379
Number of retired or separated participants receiving benefits	2012-07-01	9
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	388
2011: CITIZEN SCHOOLS MEDICAL/VISION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	313
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	367
Number of retired or separated participants receiving benefits	2011-07-01	5
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	372
2009: CITIZEN SCHOOLS MEDICAL/VISION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	194
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	306
Number of retired or separated participants receiving benefits	2009-07-01	16
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	322

Form 5500 Responses for CITIZEN SCHOOLS MEDICAL/VISION PLAN

2013: CITIZEN SCHOOLS MEDICAL/VISION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	Yes
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: CITIZEN SCHOOLS MEDICAL/VISION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: CITIZEN SCHOOLS MEDICAL/VISION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: CITIZEN SCHOOLS MEDICAL/VISION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	CITIZEN SCHOOLS, INC.
Employer identification number (EIN):	043259160
NAIC Classification:	611000

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2005-12-20
Company Identification Number:	0800586724
Legal Registered Office Address:	1 BEACON ST STE 2200 BOSTON United States of America (USA) 02108