401k Plan data: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN plan

HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN
Plan identification number	001

HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

HELEN KELLER INTERNATIONAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: HELEN KELLER INTERNATIONAL, INC.

Employer identification number (EIN): 135562162

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MAURA T. FITZGERALD
001 2016-01-01 MAURA T. FITZGERALD
001 2015-01-01 MAURA T. FITZGERALD
001 2014-01-01 MAURA T. FITZGERALD 2016-10-14
001 2014-01-01 MAURA T. FITZGERALD 2015-10-15
001 2013-01-01 MAURA T. FITZGERALD 2016-10-07
001 2012-01-01 MAURA T. FITZGERALD 2016-10-07
001 2011-01-01 MAURA T. FITZGERALD 2016-10-07
001 2010-01-01 MAURA T. FITZGERALD 2016-10-07
001 2009-01-01 MAURA T. FITZGERALD 2016-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MAURA T. FITZGERALD
001	2016-01-01	MAURA T. FITZGERALD
001	2015-01-01	MAURA T. FITZGERALD
001	2014-01-01	MAURA T. FITZGERALD	2016-10-14
001	2014-01-01	MAURA T. FITZGERALD	2015-10-15
001	2013-01-01	MAURA T. FITZGERALD	2016-10-07
001	2012-01-01	MAURA T. FITZGERALD	2016-10-07
001	2011-01-01	MAURA T. FITZGERALD	2016-10-07
001	2010-01-01	MAURA T. FITZGERALD	2016-10-07
001	2009-01-01	MAURA T. FITZGERALD	2016-10-07

Plan Statistics for HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 294
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 101
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 197
Total of all active and inactive participants 2022-01-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 300
Number of participants with account balances 2022-01-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 293
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 100
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 192
Total of all active and inactive participants 2021-01-01 292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 294
Number of participants with account balances 2021-01-01 288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 101
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 190
Total of all active and inactive participants 2020-01-01 291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 293
Number of participants with account balances 2020-01-01 288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 276
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 94
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 190
Total of all active and inactive participants 2019-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 286
Number of participants with account balances 2019-01-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 96
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 178
Total of all active and inactive participants 2018-01-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 276
Number of participants with account balances 2018-01-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 276
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 96
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 159
Total of all active and inactive participants 2017-01-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 256
Number of participants with account balances 2017-01-01 255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 115
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 159
Total of all active and inactive participants 2016-01-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 276
Number of participants with account balances 2016-01-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 102
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 154
Total of all active and inactive participants 2015-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 258
Number of participants with account balances 2015-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	294
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	101
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	197
Total of all active and inactive participants	2022-01-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	300
Number of participants with account balances	2022-01-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	293
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	100
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	192
Total of all active and inactive participants	2021-01-01	292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	294
Number of participants with account balances	2021-01-01	288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	101
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	190
Total of all active and inactive participants	2020-01-01	291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	293
Number of participants with account balances	2020-01-01	288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	276
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	94
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	190
Total of all active and inactive participants	2019-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	286
Number of participants with account balances	2019-01-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	96
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	178
Total of all active and inactive participants	2018-01-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	276
Number of participants with account balances	2018-01-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	276
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	96
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	159
Total of all active and inactive participants	2017-01-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	256
Number of participants with account balances	2017-01-01	255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	115
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	159
Total of all active and inactive participants	2016-01-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	276
Number of participants with account balances	2016-01-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	102
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	154
Total of all active and inactive participants	2015-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	258
Number of participants with account balances	2015-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2022 : HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-2,425,336
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$730,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$713,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,650,265
Value of total assets at end of year	2022-12-31	$25,409,852
Value of total assets at beginning of year	2022-12-31	$28,565,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$17,065
Total interest from all sources	2022-12-31	$168,537
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$461,968
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$461,968
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,065,494
Participant contributions at end of year	2022-12-31	$74,030
Participant contributions at beginning of year	2022-12-31	$73,702
Participant contributions at end of year	2022-12-31	$39,388
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$39,852
Other income not declared elsewhere	2022-12-31	$10,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,156,092
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$25,409,852
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$28,565,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$20,646,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$23,767,368
Value of interest in pooled separate accounts at end of year	2022-12-31	$542,401
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$533,893
Interest on participant loans	2022-12-31	$5,493
Interest earned on other investments	2022-12-31	$163,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$4,082,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$4,190,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,761,318
Net investment gain/loss from pooled separate accounts	2022-12-31	$44,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$544,919
Employer contributions (assets) at end of year	2022-12-31	$24,979
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$713,691
Contract administrator fees	2022-12-31	$17,065
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TAIT, WELLER & BAKER LLP
Accountancy firm EIN	2022-12-31	231144520
2021 : HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$5,144,865
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$777,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$777,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,919,975
Value of total assets at end of year	2021-12-31	$28,565,944
Value of total assets at beginning of year	2021-12-31	$24,198,924
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$130,638
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$367,206
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$367,206
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,002,607
Participant contributions at end of year	2021-12-31	$73,702
Participant contributions at beginning of year	2021-12-31	$47,612
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$389,589
Other income not declared elsewhere	2021-12-31	$5,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,367,020
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$28,565,944
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$24,198,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$23,767,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$19,915,848
Value of interest in pooled separate accounts at end of year	2021-12-31	$533,893
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$650,495
Interest on participant loans	2021-12-31	$3,512
Interest earned on other investments	2021-12-31	$127,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$4,190,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,584,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,633,344
Net investment gain/loss from pooled separate accounts	2021-12-31	$88,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$527,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$777,845
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TAIT, WELLER & BAKER LLP
Accountancy firm EIN	2021-12-31	231144520
2020 : HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$4,473,160
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$553,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$553,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,499,059
Value of total assets at end of year	2020-12-31	$24,198,924
Value of total assets at beginning of year	2020-12-31	$20,278,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$136,202
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$261,565
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$261,565
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$884,284
Participant contributions at end of year	2020-12-31	$47,612
Participant contributions at beginning of year	2020-12-31	$46,246
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$132,675
Other income not declared elsewhere	2020-12-31	$3,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,919,931
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$24,198,924
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$20,278,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$19,915,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,923,878
Value of interest in pooled separate accounts at end of year	2020-12-31	$650,495
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$685,613
Interest on participant loans	2020-12-31	$2,581
Interest earned on other investments	2020-12-31	$133,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,584,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,623,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,578,176
Net investment gain/loss from pooled separate accounts	2020-12-31	$-5,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$482,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$553,229
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	TAIT, WELLER & BAKER LLP
Accountancy firm EIN	2020-12-31	231144520
2019 : HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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 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	$4,654,316
Total income from all sources (including contributions)	2019-12-31	$4,654,316
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,634,712
Total of all expenses incurred	2019-12-31	$1,634,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,634,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,634,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,509,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,509,083
Value of total assets at end of year	2019-12-31	$20,278,993
Value of total assets at end of year	2019-12-31	$20,278,993
Value of total assets at beginning of year	2019-12-31	$17,259,389
Value of total assets at beginning of year	2019-12-31	$17,259,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$139,570
Total interest from all sources	2019-12-31	$139,570
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$210,359
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$210,359
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$210,359
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$210,359
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$493,099
Amount contributed by the employer to the plan for this plan year	2019-12-31	$493,099
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$937,392
Contributions received from participants	2019-12-31	$937,392
Participant contributions at end of year	2019-12-31	$46,246
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$78,592
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$78,592
Other income not declared elsewhere	2019-12-31	$3,046
Other income not declared elsewhere	2019-12-31	$3,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,019,604
Value of net income/loss	2019-12-31	$3,019,604
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,278,993
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,278,993
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,259,389
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,259,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,923,878
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,923,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,612,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,612,432
Value of interest in pooled separate accounts at end of year	2019-12-31	$685,613
Value of interest in pooled separate accounts at end of year	2019-12-31	$685,613
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$708,362
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$708,362
Interest on participant loans	2019-12-31	$1,368
Interest on participant loans	2019-12-31	$1,368
Interest earned on other investments	2019-12-31	$138,202
Interest earned on other investments	2019-12-31	$138,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,623,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,623,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,938,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,938,595
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$197,637
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$197,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,755,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,755,279
Net investment gain/loss from pooled separate accounts	2019-12-31	$36,979
Net investment gain/loss from pooled separate accounts	2019-12-31	$36,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$493,099
Contributions received in cash from employer	2019-12-31	$493,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,437,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,437,075
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TAIT, WELLER & BAKER LLP
Accountancy firm name	2019-12-31	TAIT, WELLER & BAKER LLP
Accountancy firm EIN	2019-12-31	231144520
Accountancy firm EIN	2019-12-31	231144520
2018 : HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$835,092
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$843,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$843,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,516,203
Value of total assets at end of year	2018-12-31	$17,259,389
Value of total assets at beginning of year	2018-12-31	$17,268,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$148,615
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$178,927
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$178,927
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$455,277
Amount contributed by the employer to the plan for this plan year	2018-12-31	$455,277
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$857,469
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$203,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-8,886
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$17,259,389
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$17,268,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,612,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,755,672
Value of interest in pooled separate accounts at end of year	2018-12-31	$708,362
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$693,926
Interest on participant loans	2018-12-31	$3
Interest earned on other investments	2018-12-31	$148,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,938,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,818,677
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$216,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,042,896
Net investment gain/loss from pooled separate accounts	2018-12-31	$34,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$455,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$627,420
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TAIT, WELLER & BAKER LLP
Accountancy firm EIN	2018-12-31	231144520
2017 : HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$3,642,193
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$996,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$987,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,463,339
Value of total assets at end of year	2017-12-31	$17,268,275
Value of total assets at beginning of year	2017-12-31	$14,622,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,086
Total interest from all sources	2017-12-31	$138,640
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$116,887
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$116,887
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$447,198
Amount contributed by the employer to the plan for this plan year	2017-12-31	$447,198
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$904,125
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$112,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,645,630
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$17,268,275
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$14,622,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$12,755,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,293,011
Value of interest in pooled separate accounts at end of year	2017-12-31	$693,926
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$633,836
Interest earned on other investments	2017-12-31	$138,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,818,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,695,798
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$151,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,895,630
Net investment gain/loss from pooled separate accounts	2017-12-31	$27,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$447,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$835,954
Contract administrator fees	2017-12-31	$9,086
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	TAIT, WELLER & BAKER LLP
Accountancy firm EIN	2017-12-31	231144520
2016 : HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$2,186,372
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$883,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$875,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,359,469
Value of total assets at end of year	2016-12-31	$14,622,645
Value of total assets at beginning of year	2016-12-31	$13,319,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$7,595
Total interest from all sources	2016-12-31	$145,547
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$77,142
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$77,142
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$422,599
Amount contributed by the employer to the plan for this plan year	2016-12-31	$422,599
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$867,317
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$69,553
Administrative expenses (other) incurred	2016-12-31	$86
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,303,028
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$14,622,645
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$13,319,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,293,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,102,266
Value of interest in pooled separate accounts at end of year	2016-12-31	$633,836
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$566,797
Interest on participant loans	2016-12-31	$11
Interest earned on other investments	2016-12-31	$145,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,695,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,650,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$574,066
Net investment gain/loss from pooled separate accounts	2016-12-31	$30,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$422,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$875,749
Contract administrator fees	2016-12-31	$7,509
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	TAIT, WELLER & BAKER LLP
Accountancy firm EIN	2016-12-31	231144520
2015 : HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$5,225,456
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	$1,308,630
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,062,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,058,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,139,069
Value of total assets at end of year	2015-12-31	$13,319,617
Value of total assets at beginning of year	2015-12-31	$7,847,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,763
Total interest from all sources	2015-12-31	$134,830
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$63,105
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$63,105
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$335,578
Amount contributed by the employer to the plan for this plan year	2015-12-31	$335,578
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$651,534
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$151,957
Other income not declared elsewhere	2015-12-31	$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$246,493
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$13,319,617
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,847,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,102,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,697,808
Value of interest in pooled separate accounts at end of year	2015-12-31	$566,797
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$351,747
Interest on participant loans	2015-12-31	$3
Interest earned on other investments	2015-12-31	$134,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,650,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,798,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-74,868
Net investment gain/loss from pooled separate accounts	2015-12-31	$46,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$335,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,058,374
Contract administrator fees	2015-12-31	$3,763
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	TAIT, WELLER & BAKER LLP
Accountancy firm EIN	2015-12-31	231144520

Form 5500 Responses for HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN

2022: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HELEN KELLER INTERNATIONAL DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500703

Policy instance

Insurance contract or identification number	500703
Number of Individuals Covered	192
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500703

Policy instance

Insurance contract or identification number	500703
Number of Individuals Covered	200
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500703

Policy instance

Insurance contract or identification number	500703
Number of Individuals Covered	209
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500703

Policy instance

Insurance contract or identification number	500703
Number of Individuals Covered	212
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500703

Policy instance

Insurance contract or identification number	500703
Number of Individuals Covered	213
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500703

Policy instance

Insurance contract or identification number	500703
Number of Individuals Covered	212
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500703

Policy instance

Insurance contract or identification number	500703
Number of Individuals Covered	215
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	HELEN KELLER INTERNATIONAL, INC.
Employer identification number (EIN):	135562162
NAIC Classification:	611000