401k Plan data: THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN plan

THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN 401k Plan overview

Plan Name	THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN
Plan identification number	001

THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY has sponsored the creation of one or more 401k plans.

Company Name: THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY

Employer identification number (EIN): 410829498

NAIC Classification: 711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JENNIFER MUENCHOW 2023-10-10
001 2021-01-01 JENNIFER MUENCHOW 2022-10-14
001 2020-01-01 JENNIFER MUENCHOW 2021-09-23
001 2019-01-01 JENNIFER MUENCHOW 2020-07-24
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 JENNIFER MUENCHOW 2016-10-13
001 2014-01-01 BRUCE COPPOCK, PRESIDENT 2015-10-15 JENNIFER MUENCHOW 2015-10-15
001 2013-01-01 BRUCE COPPOCK, PRESIDENT 2014-10-10
001 2012-01-01 JULIE FLIFLET
001 2011-01-01 JULIE FLIFLET
001 2010-01-01 SALLIE LILIENTHAL
001 2009-01-01 SANDY LARSON
001 2009-01-01 SANDY LARSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JENNIFER MUENCHOW	2023-10-10
001	2021-01-01	JENNIFER MUENCHOW	2022-10-14
001	2020-01-01	JENNIFER MUENCHOW	2021-09-23
001	2019-01-01	JENNIFER MUENCHOW	2020-07-24
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	JENNIFER MUENCHOW	2016-10-13
001	2014-01-01	BRUCE COPPOCK, PRESIDENT	2015-10-15	JENNIFER MUENCHOW	2015-10-15
001	2013-01-01	BRUCE COPPOCK, PRESIDENT	2014-10-10
001	2012-01-01	JULIE FLIFLET
001	2011-01-01	JULIE FLIFLET
001	2010-01-01	SALLIE LILIENTHAL
001	2009-01-01	SANDY LARSON
001	2009-01-01	SANDY LARSON

Plan Statistics for THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN

401k plan membership statisitcs for THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN

Measure Date Value
2012: THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 43
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 54
Total of all active and inactive participants 2012-01-01 97
Total participants 2012-01-01 97
Number of participants with account balances 2012-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 77
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 41
Total of all active and inactive participants 2011-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 118
Number of participants with account balances 2011-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 81
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 41
Total of all active and inactive participants 2010-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 122
Number of participants with account balances 2010-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 80
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 51
Total of all active and inactive participants 2009-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 131
Number of participants with account balances 2009-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	43
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	54
Total of all active and inactive participants	2012-01-01	97
Total participants	2012-01-01	97
Number of participants with account balances	2012-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	77
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	41
Total of all active and inactive participants	2011-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	118
Number of participants with account balances	2011-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	81
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	41
Total of all active and inactive participants	2010-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	122
Number of participants with account balances	2010-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	80
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	51
Total of all active and inactive participants	2009-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	131
Number of participants with account balances	2009-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN

Measure	Date	Value
2012 : THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$1,639,052
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,072,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,045,908
Expenses. Certain deemed distributions of participant loans	2012-12-31	$5,388
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$332,309
Value of total assets at end of year	2012-12-31	$13,663,458
Value of total assets at beginning of year	2012-12-31	$13,096,507
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$20,805
Total interest from all sources	2012-12-31	$126,745
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$234,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$234,250
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$332,276
Participant contributions at end of year	2012-12-31	$50,617
Participant contributions at beginning of year	2012-12-31	$39,071
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,399,281
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,656,667
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$33
Administrative expenses (other) incurred	2012-12-31	$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$566,951
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$13,663,458
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,096,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,782,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,223,005
Interest on participant loans	2012-12-31	$993
Interest earned on other investments	2012-12-31	$125,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,430,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$4,177,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$945,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,045,908
Contract administrator fees	2012-12-31	$20,801
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2012-12-31	450250958
2011 : THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$600,427
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$119,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$99,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$680,072
Value of total assets at end of year	2011-12-31	$13,096,507
Value of total assets at beginning of year	2011-12-31	$12,615,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$19,467
Total interest from all sources	2011-12-31	$123,129
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$267,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$267,245
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$432,186
Participant contributions at end of year	2011-12-31	$39,071
Participant contributions at beginning of year	2011-12-31	$55,804
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,656,667
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$1,733,895
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$247,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$481,121
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$13,096,507
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,615,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,223,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,296,528
Interest on participant loans	2011-12-31	$1,964
Interest earned on other investments	2011-12-31	$121,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,177,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,529,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-470,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$99,839
Contract administrator fees	2011-12-31	$19,467
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2011-12-31	450250958
2010 : THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,945,540
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$869,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$845,649
Expenses. Certain deemed distributions of participant loans	2010-12-31	$665
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$683,337
Value of total assets at end of year	2010-12-31	$12,615,386
Value of total assets at beginning of year	2010-12-31	$11,539,348
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$23,188
Total interest from all sources	2010-12-31	$108,360
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$144,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$144,166
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$437,446
Participant contributions at end of year	2010-12-31	$55,804
Participant contributions at beginning of year	2010-12-31	$90,309
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$1,733,895
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$245,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,076,038
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,615,386
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$11,539,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,296,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,959,565
Interest on participant loans	2010-12-31	$3,648
Interest earned on other investments	2010-12-31	$104,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,529,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,489,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,009,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$845,649
Contract administrator fees	2010-12-31	$23,188
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2010-12-31	450250958
2009 : THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN

2012: THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

60011

Policy instance

Insurance contract or identification number	60011
Number of Individuals Covered	88
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,238
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

60011

Policy instance

Insurance contract or identification number	60011
Number of Individuals Covered	111
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

60011

Policy instance

Insurance contract or identification number	60011
Number of Individuals Covered	114
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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:	THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY
Employer identification number (EIN):	410829498
NAIC Classification:	711100
NAIC Description:	Performing Arts Companies