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THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 401k Plan overview

Plan NameTHE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN
Plan identification number 001

THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Life insurance

401k Sponsoring company profile

THE GUILD FOR EXCEPTIONAL CHILDREN has sponsored the creation of one or more 401k plans.

Company Name:THE GUILD FOR EXCEPTIONAL CHILDREN
Employer identification number (EIN):116037766
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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
0012018-01-01
0012017-01-01JUDITH KRAUT
0012016-01-01JUDITH KRAUT
0012015-01-01JUDITH KRAUT
0012014-01-01JUDITH KRAUT
0012013-01-01JUDITH KRAUT JUDITH KRAUT2014-07-15
0012012-01-01JUDITH KRAUT
0012011-01-01JUDITH KRAUT
0012009-01-01CONO DE PAOLA CONO DE PAOLA2010-10-15
0012009-01-01CONO DE PAOLA CONO DE PAOLA2010-11-30

Plan Statistics for THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN

401k plan membership statisitcs for THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN

Measure Date Value
2022: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01497
Total number of active participants reported on line 7a of the Form 55002022-01-01358
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01110
Total of all active and inactive participants2022-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01474
Number of participants with account balances2022-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01513
Total number of active participants reported on line 7a of the Form 55002021-01-01404
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0184
Total of all active and inactive participants2021-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01496
Number of participants with account balances2021-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01509
Total number of active participants reported on line 7a of the Form 55002020-01-01434
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0170
Total of all active and inactive participants2020-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01513
Number of participants with account balances2020-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01637
Total number of active participants reported on line 7a of the Form 55002019-01-01449
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0154
Total of all active and inactive participants2019-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01508
Number of participants with account balances2019-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01631
Total number of active participants reported on line 7a of the Form 55002018-01-01577
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-01637
Total participants2018-01-01637
Number of participants with account balances2018-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01580
Total number of active participants reported on line 7a of the Form 55002017-01-01569
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0157
Total of all active and inactive participants2017-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01626
Number of participants with account balances2017-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01581
Total number of active participants reported on line 7a of the Form 55002016-01-01530
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-01584
Total participants2016-01-01584
Number of participants with account balances2016-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01487
Total number of active participants reported on line 7a of the Form 55002015-01-01480
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01532
Total participants2015-01-01532
Number of participants with account balances2015-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01470
Total number of active participants reported on line 7a of the Form 55002014-01-01413
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0172
Total of all active and inactive participants2014-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01485
Number of participants with account balances2014-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01472
Total number of active participants reported on line 7a of the Form 55002013-01-01392
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0168
Total of all active and inactive participants2013-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01460
Number of participants with account balances2013-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01478
Total number of active participants reported on line 7a of the Form 55002012-01-01399
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0173
Total of all active and inactive participants2012-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01472
Number of participants with account balances2012-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01342
Total number of active participants reported on line 7a of the Form 55002011-01-01417
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01477
Number of participants with account balances2011-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01294
Total number of active participants reported on line 7a of the Form 55002009-01-01290
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01329
Number of participants with account balances2009-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN

Measure Date Value
2022 : THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-229,300
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$925,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$849,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,172,227
Value of total assets at end of year2022-12-31$15,955,602
Value of total assets at beginning of year2022-12-31$17,110,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$75,994
Total interest from all sources2022-12-31$23,179
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$327,670
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$327,670
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$331,435
Participant contributions at end of year2022-12-31$480,084
Participant contributions at beginning of year2022-12-31$503,127
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,154,412
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,955,602
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,110,014
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$70,596
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,206,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,412,440
Interest on participant loans2022-12-31$23,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,268,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,194,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,752,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$834,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$849,118
Contract administrator fees2022-12-31$5,398
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-31271728945
2021 : THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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$3,086,803
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,274,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,197,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,207,655
Value of total assets at end of year2021-12-31$17,110,014
Value of total assets at beginning of year2021-12-31$15,297,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$77,106
Total interest from all sources2021-12-31$23,264
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$306,454
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$306,454
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$280,563
Participant contributions at end of year2021-12-31$503,127
Participant contributions at beginning of year2021-12-31$464,671
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$1,812,257
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,110,014
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,297,757
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$69,805
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,412,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,520,678
Interest on participant loans2021-12-31$23,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,194,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,312,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,549,430
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$927,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,197,440
Contract administrator fees2021-12-31$7,301
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 name2021-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-12-31271728945
2020 : THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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$2,213,205
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,489,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,420,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,231,923
Value of total assets at end of year2020-12-31$15,297,757
Value of total assets at beginning of year2020-12-31$14,573,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$68,885
Total interest from all sources2020-12-31$25,291
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$319,632
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$319,632
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$292,139
Participant contributions at end of year2020-12-31$464,671
Participant contributions at beginning of year2020-12-31$460,518
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,928
Other income not declared elsewhere2020-12-31$42,245
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$723,895
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,297,757
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,573,862
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$61,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,520,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,150,033
Interest on participant loans2020-12-31$25,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,312,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,963,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$594,114
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$924,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,420,425
Contract administrator fees2020-12-31$7,034
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 name2020-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-12-31271728945
2019 : THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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$3,105,347
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,795,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,714,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,313,788
Value of total assets at end of year2019-12-31$14,573,862
Value of total assets at beginning of year2019-12-31$14,264,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80,918
Total interest from all sources2019-12-31$29,803
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$315,710
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$315,710
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$363,164
Participant contributions at end of year2019-12-31$460,518
Participant contributions at beginning of year2019-12-31$507,390
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$93,952
Other income not declared elsewhere2019-12-31$56,609
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$309,524
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,573,862
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,264,338
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
Investment advisory and management fees2019-12-31$49,181
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,150,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,609,802
Interest on participant loans2019-12-31$29,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,963,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,147,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,389,437
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$856,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,714,905
Contract administrator fees2019-12-31$31,737
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 name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
2018 : THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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$943,495
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$718,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$598,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,197,254
Value of total assets at end of year2018-12-31$14,264,338
Value of total assets at beginning of year2018-12-31$14,039,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$120,668
Total interest from all sources2018-12-31$21,139
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$536,422
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$536,422
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$384,729
Participant contributions at end of year2018-12-31$507,390
Participant contributions at beginning of year2018-12-31$488,728
Other income not declared elsewhere2018-12-31$10,650
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$224,538
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,264,338
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,039,800
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$115,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,609,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,311,899
Interest on participant loans2018-12-31$21,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,147,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,239,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-821,970
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$812,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$598,289
Contract administrator fees2018-12-31$4,858
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 name2018-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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$2,231,737
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$403,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$347,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,124,851
Value of total assets at end of year2017-12-31$14,039,800
Value of total assets at beginning of year2017-12-31$12,211,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$56,014
Total interest from all sources2017-12-31$19,622
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$320,901
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$320,901
Administrative expenses professional fees incurred2017-12-31$5,250
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$360,513
Participant contributions at end of year2017-12-31$488,728
Participant contributions at beginning of year2017-12-31$413,705
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$46,027
Other income not declared elsewhere2017-12-31$7,694
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$1,828,268
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,039,800
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,211,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,311,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,989,235
Interest on participant loans2017-12-31$19,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,239,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,808,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$758,669
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$718,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$347,455
Contract administrator fees2017-12-31$50,764
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 name2017-12-31PKF O'CONNOR DAVIES,LLP
Accountancy firm EIN2017-12-31271728945
2016 : THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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$1,929,862
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,143,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,059,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,107,039
Value of total assets at end of year2016-12-31$12,211,532
Value of total assets at beginning of year2016-12-31$11,425,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$84,273
Total interest from all sources2016-12-31$16,151
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$396,531
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$396,531
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$359,767
Participant contributions at end of year2016-12-31$413,705
Participant contributions at beginning of year2016-12-31$411,696
Other income not declared elsewhere2016-12-31$8,345
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$786,313
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,211,532
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,425,219
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$78,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,989,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,281,812
Interest on participant loans2016-12-31$16,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,808,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,731,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$401,796
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$747,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,059,276
Contract administrator fees2016-12-31$6,013
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 name2016-12-31PKF O'CONNOR DAVIES,LLP
Accountancy firm EIN2016-12-31271728945
2015 : THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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$1,171,014
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$676,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$639,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,069,003
Value of total assets at end of year2015-12-31$11,425,219
Value of total assets at beginning of year2015-12-31$10,930,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,688
Total interest from all sources2015-12-31$16,907
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$375,009
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$375,009
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$314,681
Participant contributions at end of year2015-12-31$411,696
Participant contributions at beginning of year2015-12-31$458,021
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,661
Other income not declared elsewhere2015-12-31$8,657
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$494,759
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,425,219
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,930,460
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
Investment advisory and management fees2015-12-31$30,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,281,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,253,297
Interest on participant loans2015-12-31$16,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,731,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,219,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-298,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$743,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$639,567
Contract administrator fees2015-12-31$6,248
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 name2015-12-31PKF O'CONNOR DAVIES,LLP
Accountancy firm EIN2015-12-31271728945
2014 : THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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$1,624,807
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$643,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$593,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$989,247
Value of total assets at end of year2014-12-31$10,930,460
Value of total assets at beginning of year2014-12-31$9,949,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$49,946
Total interest from all sources2014-12-31$18,675
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$164,739
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$164,739
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$292,574
Participant contributions at end of year2014-12-31$458,021
Participant contributions at beginning of year2014-12-31$455,139
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$981,325
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,930,460
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,949,135
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
Investment advisory and management fees2014-12-31$43,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,253,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,264,566
Interest on participant loans2014-12-31$18,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,219,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,229,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$452,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$696,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$593,536
Contract administrator fees2014-12-31$6,600
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 name2014-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2014-12-31271728945
2013 : THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$138,930
Total unrealized appreciation/depreciation of assets2013-12-31$138,930
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$1,893,943
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$665,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$606,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,029,605
Value of total assets at end of year2013-12-31$9,949,135
Value of total assets at beginning of year2013-12-31$8,720,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$58,723
Total interest from all sources2013-12-31$15,353
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$151,039
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$151,039
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$285,923
Participant contributions at end of year2013-12-31$455,139
Participant contributions at beginning of year2013-12-31$335,395
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,670
Other income not declared elsewhere2013-12-31$8,311
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$1,228,677
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,949,135
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,720,458
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
Investment advisory and management fees2013-12-31$50,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,264,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,470,492
Interest on participant loans2013-12-31$15,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,229,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,914,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$550,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$728,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$606,543
Contract administrator fees2013-12-31$7,736
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 name2013-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2013-12-31271728945
2012 : THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$146,616
Total unrealized appreciation/depreciation of assets2012-12-31$146,616
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$1,524,843
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$433,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$397,603
Expenses. Certain deemed distributions of participant loans2012-12-31$10,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$911,271
Value of total assets at end of year2012-12-31$8,720,458
Value of total assets at beginning of year2012-12-31$7,629,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,586
Total interest from all sources2012-12-31$12,539
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$109,892
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$109,892
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$278,560
Participant contributions at end of year2012-12-31$335,395
Participant contributions at beginning of year2012-12-31$322,343
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,629
Other income not declared elsewhere2012-12-31$0
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$1,091,266
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,720,458
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,629,192
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
Investment advisory and management fees2012-12-31$21,406
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,470,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,821,269
Interest on participant loans2012-12-31$12,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,914,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,485,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$344,525
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$626,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$397,603
Contract administrator fees2012-12-31$4,180
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 name2012-12-31O'CONNOR DAVIES
Accountancy firm EIN2012-12-31271728945
2011 : THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$126,245
Total unrealized appreciation/depreciation of assets2011-12-31$126,245
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$1,158,356
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$589,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$534,716
Expenses. Certain deemed distributions of participant loans2011-12-31$21,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,011,655
Value of total assets at end of year2011-12-31$7,629,192
Value of total assets at beginning of year2011-12-31$7,060,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$33,393
Total interest from all sources2011-12-31$23,811
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$84,506
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$84,506
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$330,126
Participant contributions at end of year2011-12-31$322,343
Participant contributions at beginning of year2011-12-31$294,279
Administrative expenses (other) incurred2011-12-31$59
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$568,921
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,629,192
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,060,271
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
Investment advisory and management fees2011-12-31$29,013
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,821,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,643,046
Interest on participant loans2011-12-31$11,596
Interest earned on other investments2011-12-31$12,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,485,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,122,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-87,861
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$681,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$534,716
Contract administrator fees2011-12-31$4,321
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 name2011-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2011-12-31271728945
2010 : THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$118,550
Total unrealized appreciation/depreciation of assets2010-12-31$118,550
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$1,764,882
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$598,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$568,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,268,719
Value of total assets at end of year2010-12-31$7,060,271
Value of total assets at beginning of year2010-12-31$5,893,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,928
Total interest from all sources2010-12-31$18,852
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$44,315
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$44,315
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$266,962
Participant contributions at end of year2010-12-31$294,279
Participant contributions at beginning of year2010-12-31$200,029
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$370,545
Administrative expenses (other) incurred2010-12-31$54
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$1,166,709
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,060,271
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,893,562
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
Investment advisory and management fees2010-12-31$17,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,643,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,877,676
Interest on participant loans2010-12-31$8,752
Interest earned on other investments2010-12-31$10,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,122,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,815,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$314,446
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$631,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$568,245
Contract administrator fees2010-12-31$12,868
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 name2010-12-31O'CONNOR DAVIES MUNNS & DOBBINS LLP
Accountancy firm EIN2010-12-31133385019
2009 : THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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 THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN

2022: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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 planYes
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: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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 planYes
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: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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 planYes
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: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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 planYes
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: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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 planYes
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: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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 planYes
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: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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 planYes
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: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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 planYes
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: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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 planYes
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: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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 planYes
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: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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 planYes
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: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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 planYes
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: THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) 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

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32851
Policy instance 1
Insurance contract or identification number32851
Number of Individuals Covered280
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32851
Policy instance 1
Insurance contract or identification number32851
Number of Individuals Covered270
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32851
Policy instance 1
Insurance contract or identification number32851
Number of Individuals Covered298
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32851
Policy instance 1
Insurance contract or identification number32851
Number of Individuals Covered460
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29512
Policy instance 1
Insurance contract or identification number29512
Number of Individuals Covered472
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32851
Policy instance 2
Insurance contract or identification number32851
Number of Individuals Covered472
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29512
Policy instance 1
Insurance contract or identification number29512
Number of Individuals Covered469
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29512
Policy instance 1
Insurance contract or identification number29512
Number of Individuals Covered293
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

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