401k Plan data: ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN plan

ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN
Plan identification number	002

ST. JOSEPH'S CATHOLIC SCHOOL 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.

401k Sponsoring company profile

ST. JOSEPHS CATHOLIC SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: ST. JOSEPHS CATHOLIC SCHOOL

Employer identification number (EIN): 570965988

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 LISA LAWRENCE
002 2016-01-01 LISA LAWRENCE
002 2016-01-01 LISA LAWRENCE
002 2015-01-01 LISA LAWRENCE 2016-06-23
002 2014-01-01 ANN O'DEA 2015-06-11
002 2013-01-01 ANN O'DEA 2014-06-25
002 2012-01-01 ANN O'DEA 2013-07-15
002 2011-01-01 ANN O'DEA 2012-07-16
002 2010-01-01 ANN O'DEA 2012-05-15
002 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	LISA LAWRENCE
002	2016-01-01	LISA LAWRENCE
002	2016-01-01	LISA LAWRENCE
002	2015-01-01	LISA LAWRENCE	2016-06-23
002	2014-01-01	ANN O'DEA	2015-06-11
002	2013-01-01	ANN O'DEA	2014-06-25
002	2012-01-01	ANN O'DEA	2013-07-15
002	2011-01-01	ANN O'DEA	2012-07-16
002	2010-01-01	ANN O'DEA	2012-05-15
002	2008-01-01

Plan Statistics for ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 114
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 61
Total of all active and inactive participants 2022-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 175
Number of participants with account balances 2022-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 109
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 59
Total of all active and inactive participants 2021-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 168
Number of participants with account balances 2021-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 112
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 48
Total of all active and inactive participants 2020-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 160
Number of participants with account balances 2020-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 158
2019: ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 113
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 45
Total of all active and inactive participants 2019-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 158
Number of participants with account balances 2019-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 109
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 45
Total of all active and inactive participants 2018-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 154
Number of participants with account balances 2018-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 127
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 21
Total of all active and inactive participants 2017-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 148
Number of participants with account balances 2017-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 124
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 25
Total of all active and inactive participants 2016-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 149
Number of participants with account balances 2016-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	114
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	61
Total of all active and inactive participants	2022-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	175
Number of participants with account balances	2022-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	109
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	59
Total of all active and inactive participants	2021-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	168
Number of participants with account balances	2021-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	112
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	48
Total of all active and inactive participants	2020-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	160
Number of participants with account balances	2020-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	158
2019: ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	113
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	45
Total of all active and inactive participants	2019-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	158
Number of participants with account balances	2019-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	109
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	45
Total of all active and inactive participants	2018-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	154
Number of participants with account balances	2018-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	127
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	21
Total of all active and inactive participants	2017-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	148
Number of participants with account balances	2017-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	124
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	25
Total of all active and inactive participants	2016-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	149
Number of participants with account balances	2016-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2022 : ST. JOSEPH'S CATHOLIC SCHOOL 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	$-637,884
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$510,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$510,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$454,374
Value of total assets at end of year	2022-12-31	$6,337,469
Value of total assets at beginning of year	2022-12-31	$7,486,168
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$25
Total interest from all sources	2022-12-31	$48,813
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
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	$289,620
Participant contributions at end of year	2022-12-31	$5,743
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$34,548
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	$-1,148,699
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,337,469
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,486,168
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	$4,480,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,619,000
Value of interest in pooled separate accounts at end of year	2022-12-31	$432,908
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$444,273
Interest on participant loans	2022-12-31	$175
Interest earned on other investments	2022-12-31	$48,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,418,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,422,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,176,940
Net investment gain/loss from pooled separate accounts	2022-12-31	$35,869
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	$130,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$510,790
Contract administrator fees	2022-12-31	$25
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	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2022-12-31	570381582
2021 : ST. JOSEPH'S CATHOLIC SCHOOL 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	$1,371,872
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$405,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$405,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$452,930
Value of total assets at end of year	2021-12-31	$7,486,168
Value of total assets at beginning of year	2021-12-31	$6,520,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$43,143
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
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	$316,054
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	$966,104
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,486,168
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,520,064
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	$5,619,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,808,437
Value of interest in pooled separate accounts at end of year	2021-12-31	$444,273
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$362,132
Interest earned on other investments	2021-12-31	$43,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,422,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,349,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$807,794
Net investment gain/loss from pooled separate accounts	2021-12-31	$68,005
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	$136,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$405,768
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	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2021-12-31	570381582
2020 : ST. JOSEPH'S CATHOLIC SCHOOL 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	$1,347,954
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$392,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$392,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$473,517
Value of total assets at end of year	2020-12-31	$6,520,064
Value of total assets at beginning of year	2020-12-31	$5,564,379
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$42,951
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$322,823
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$24,257
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	$955,685
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,520,064
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,564,379
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	$4,808,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,936,114
Value of interest in pooled separate accounts at end of year	2020-12-31	$362,132
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$365,839
Interest earned on other investments	2020-12-31	$42,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,349,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,262,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$834,394
Net investment gain or loss from common/collective trusts	2020-12-31	$-2,908
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	No
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	$126,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$392,269
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	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2020-12-31	570381582
2019 : ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 2019 401k financial data
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 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	$1,293,505
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$22,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$22,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$464,991
Value of total assets at end of year	2019-12-31	$5,564,379
Value of total assets at beginning of year	2019-12-31	$4,293,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$37,464
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
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	$123,379
Amount contributed by the employer to the plan for this plan year	2019-12-31	$123,379
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$341,612
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	$1,270,705
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,564,379
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,293,674
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 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	$3,936,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,941,687
Value of interest in pooled separate accounts at end of year	2019-12-31	$365,839
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$321,115
Interest earned on other investments	2019-12-31	$37,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,262,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,030,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$772,645
Net investment gain/loss from pooled separate accounts	2019-12-31	$18,405
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	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	$123,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$22,800
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2019-12-31	570381582
2018 : ST. JOSEPH'S CATHOLIC SCHOOL 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	$359,089
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$272,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$272,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$572,389
Value of total assets at end of year	2018-12-31	$4,293,674
Value of total assets at beginning of year	2018-12-31	$4,206,910
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$32,430
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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	$118,471
Amount contributed by the employer to the plan for this plan year	2018-12-31	$118,471
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$257,966
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$195,952
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	$86,764
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,293,674
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,206,910
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	$2,941,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,151,222
Value of interest in pooled separate accounts at end of year	2018-12-31	$321,115
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$323,586
Interest earned on other investments	2018-12-31	$32,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,030,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$732,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-261,457
Net investment gain/loss from pooled separate accounts	2018-12-31	$15,727
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	No
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	$118,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$272,325
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	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2018-12-31	570381582
2017 : ST. JOSEPH'S CATHOLIC SCHOOL 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	$999,767
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$265,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$265,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$398,949
Value of total assets at end of year	2017-12-31	$4,206,910
Value of total assets at beginning of year	2017-12-31	$3,472,242
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$23,295
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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	$122,262
Amount contributed by the employer to the plan for this plan year	2017-12-31	$122,262
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$269,628
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$7,059
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	$734,668
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,206,910
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,472,242
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	$3,151,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,540,797
Value of interest in pooled separate accounts at end of year	2017-12-31	$323,586
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$276,946
Interest earned on other investments	2017-12-31	$23,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$732,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$654,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$564,451
Net investment gain/loss from pooled separate accounts	2017-12-31	$13,072
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	No
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	$122,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$265,099
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	ELLIOTT DAVIS DECOSIMO, LLC
Accountancy firm EIN	2017-12-31	570381582
2016 : ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$114,836
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	$570,786
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$136,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$136,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$378,894
Value of total assets at end of year	2016-12-31	$3,472,242
Value of total assets at beginning of year	2016-12-31	$2,922,647
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$23,272
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
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	$114,565
Amount contributed by the employer to the plan for this plan year	2016-12-31	$114,565
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$228,705
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$35,624
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	$434,759
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,472,242
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,922,647
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	$2,540,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,118,973
Value of interest in pooled separate accounts at end of year	2016-12-31	$276,946
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$214,479
Interest earned on other investments	2016-12-31	$23,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$654,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$589,195
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$38,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$155,856
Net investment gain/loss from pooled separate accounts	2016-12-31	$12,764
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	$114,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$97,300
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	ELLIOTT DAVIS DECOSIMO, LLC
Accountancy firm EIN	2016-12-31	570381582

Form 5500 Responses for ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN

2022: ST. JOSEPH'S CATHOLIC SCHOOL 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 benefit arrangement – Insurance	Yes
2021: ST. JOSEPH'S CATHOLIC SCHOOL 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 benefit arrangement – Insurance	Yes
2020: ST. JOSEPH'S CATHOLIC SCHOOL 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 benefit arrangement – Insurance	Yes
2019: ST. JOSEPH'S CATHOLIC SCHOOL 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 benefit arrangement – Insurance	Yes
2018: ST. JOSEPH'S CATHOLIC SCHOOL 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 benefit arrangement – Insurance	Yes
2017: ST. JOSEPH'S CATHOLIC SCHOOL 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 benefit arrangement – Insurance	Yes
2016: ST. JOSEPH'S CATHOLIC SCHOOL 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 benefit arrangement – Insurance	Yes
2008: ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	Yes
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

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

Policy contract number

330768

Policy instance

Insurance contract or identification number	330768
Number of Individuals Covered	174
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

330768

Policy instance

Insurance contract or identification number	330768
Number of Individuals Covered	167
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

330768

Policy instance

Insurance contract or identification number	330768
Number of Individuals Covered	158
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

330768

Policy instance

Insurance contract or identification number	330768
Number of Individuals Covered	157
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

330768

Policy instance

Insurance contract or identification number	330768
Number of Individuals Covered	147
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

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Company Name:	ST. JOSEPHS CATHOLIC SCHOOL
Employer identification number (EIN):	570965988
NAIC Classification:	611000