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BATTLE GROUND ACADEMY PENSION PLAN 401k Plan overview

Plan NameBATTLE GROUND ACADEMY PENSION PLAN
Plan identification number 001

BATTLE GROUND ACADEMY PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BATTLE GROUND ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:BATTLE GROUND ACADEMY
Employer identification number (EIN):620125920
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BATTLE GROUND ACADEMY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MEGAN PETRI
0012023-01-01
0012023-01-01ERIC QUELLA
0012022-01-01
0012022-01-01ERIC QUELLA
0012021-01-01
0012021-01-01ERIC QUELLA
0012020-01-01
0012019-01-01
0012017-01-01STEPHEN PAUL BROWN
0012016-01-01STEPHEN PAUL BROWN
0012015-01-01STEPHEN PAUL BROWN
0012014-01-01STEPHEN PAUL BROWN
0012013-01-01STEPHEN PAUL BROWN
0012012-01-01JANE BROWN
0012011-01-01JANE BROWN
0012010-01-01JANE BROWN
0012009-01-01JANE BROWN JANE BROWN2010-10-14

Plan Statistics for BATTLE GROUND ACADEMY PENSION PLAN

401k plan membership statisitcs for BATTLE GROUND ACADEMY PENSION PLAN

Measure Date Value
2023: BATTLE GROUND ACADEMY PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01287
Total number of active participants reported on line 7a of the Form 55002023-01-01209
Number of retired or separated participants receiving benefits2023-01-0128
Number of other retired or separated participants entitled to future benefits2023-01-0198
Total of all active and inactive participants2023-01-01335
Total participants2023-01-01335
Number of participants with account balances2023-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BATTLE GROUND ACADEMY PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01309
Total number of active participants reported on line 7a of the Form 55002022-01-01169
Number of retired or separated participants receiving benefits2022-01-0119
Number of other retired or separated participants entitled to future benefits2022-01-0195
Total of all active and inactive participants2022-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01283
Number of participants with account balances2022-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BATTLE GROUND ACADEMY PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01318
Total number of active participants reported on line 7a of the Form 55002021-01-01205
Number of retired or separated participants receiving benefits2021-01-0125
Number of other retired or separated participants entitled to future benefits2021-01-0179
Total of all active and inactive participants2021-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01309
Number of participants with account balances2021-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BATTLE GROUND ACADEMY PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01257
Total number of active participants reported on line 7a of the Form 55002020-01-01166
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01214
Number of participants with account balances2020-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BATTLE GROUND ACADEMY PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01256
Total number of active participants reported on line 7a of the Form 55002019-01-01147
Number of retired or separated participants receiving benefits2019-01-0151
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01257
Number of participants with account balances2019-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: BATTLE GROUND ACADEMY PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01249
Total number of active participants reported on line 7a of the Form 55002017-01-01154
Number of retired or separated participants receiving benefits2017-01-0155
Number of other retired or separated participants entitled to future benefits2017-01-0159
Total of all active and inactive participants2017-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01268
Number of participants with account balances2017-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BATTLE GROUND ACADEMY PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01243
Total number of active participants reported on line 7a of the Form 55002016-01-01136
Number of retired or separated participants receiving benefits2016-01-0154
Number of other retired or separated participants entitled to future benefits2016-01-0158
Total of all active and inactive participants2016-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01248
Number of participants with account balances2016-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: BATTLE GROUND ACADEMY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01239
Total number of active participants reported on line 7a of the Form 55002015-01-01134
Number of retired or separated participants receiving benefits2015-01-0146
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01243
Number of participants with account balances2015-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BATTLE GROUND ACADEMY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01241
Total number of active participants reported on line 7a of the Form 55002014-01-01130
Number of retired or separated participants receiving benefits2014-01-0142
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01239
Number of participants with account balances2014-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BATTLE GROUND ACADEMY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01245
Total number of active participants reported on line 7a of the Form 55002013-01-01137
Number of retired or separated participants receiving benefits2013-01-0142
Number of other retired or separated participants entitled to future benefits2013-01-0163
Total of all active and inactive participants2013-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01243
Number of participants with account balances2013-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BATTLE GROUND ACADEMY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01241
Total number of active participants reported on line 7a of the Form 55002012-01-01136
Number of retired or separated participants receiving benefits2012-01-0140
Number of other retired or separated participants entitled to future benefits2012-01-0169
Total of all active and inactive participants2012-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01245
Number of participants with account balances2012-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BATTLE GROUND ACADEMY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01244
Total number of active participants reported on line 7a of the Form 55002011-01-01134
Number of retired or separated participants receiving benefits2011-01-0136
Number of other retired or separated participants entitled to future benefits2011-01-0171
Total of all active and inactive participants2011-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01241
Number of participants with account balances2011-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BATTLE GROUND ACADEMY PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01249
Total number of active participants reported on line 7a of the Form 55002010-01-01141
Number of retired or separated participants receiving benefits2010-01-0127
Number of other retired or separated participants entitled to future benefits2010-01-0175
Total of all active and inactive participants2010-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01243
Number of participants with account balances2010-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BATTLE GROUND ACADEMY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01245
Total number of active participants reported on line 7a of the Form 55002009-01-01149
Number of retired or separated participants receiving benefits2009-01-0119
Number of other retired or separated participants entitled to future benefits2009-01-0180
Total of all active and inactive participants2009-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01248
Number of participants with account balances2009-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BATTLE GROUND ACADEMY PENSION PLAN

Measure Date Value
2024 : BATTLE GROUND ACADEMY PENSION PLAN 2024 401k financial data
Total unrealized appreciation/depreciation of assets2024-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total income from all sources (including contributions)2024-01-01$4,555,214
Total loss/gain on sale of assets2024-01-01$0
Total of all expenses incurred2024-01-01$1,416,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-01-01$1,316,226
Expenses. Certain deemed distributions of participant loans2024-01-01$108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-01-01$1,390,817
Value of total assets at end of year2024-01-01$24,901,467
Value of total assets at beginning of year2024-01-01$21,762,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-01-01$99,899
Total interest from all sources2024-01-01$14,594
Total dividends received (eg from common stock, registered investment company shares)2024-01-01$0
Was this plan covered by a fidelity bond2024-01-01Yes
Value of fidelity bond cover2024-01-01$500,000
If this is an individual account plan, was there a blackout period2024-01-01No
Were there any nonexempt tranactions with any party-in-interest2024-01-01No
Contributions received from participants2024-01-01$816,935
Participant contributions at end of year2024-01-01$169,134
Participant contributions at beginning of year2024-01-01$195,361
Income. Received or receivable in cash from other sources (including rollovers)2024-01-01$96,683
Other income not declared elsewhere2024-01-01$108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Value of net income/loss2024-01-01$3,138,981
Value of net assets at end of year (total assets less liabilities)2024-01-01$24,901,467
Value of net assets at beginning of year (total assets less liabilities)2024-01-01$21,762,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2024-01-01No
Were any leases to which the plan was party in default or uncollectible2024-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2024-01-01$22,081,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2024-01-01$18,811,274
Value of interest in pooled separate accounts at end of year2024-01-01$256,996
Value of interest in pooled separate accounts at beginning of year2024-01-01$326,222
Interest on participant loans2024-01-01$14,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2024-01-01$2,393,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2024-01-01$2,429,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2024-01-01$3,149,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-01-01No
Was there a failure to transmit to the plan any participant contributions2024-01-01Yes
Has the plan failed to provide any benefit when due under the plan2024-01-01No
Contributions received in cash from employer2024-01-01$477,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-01-01$1,316,226
Contract administrator fees2024-01-01$99,899
Did the plan have assets held for investment2024-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-01-01No
Opinion of an independent qualified public accountant for this plan2024-01-011
Accountancy firm name2024-01-01LBMC, PC
Accountancy firm EIN2024-01-01621199757
2023 : BATTLE GROUND ACADEMY PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,482,736
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,125,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,055,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,207,033
Value of total assets at end of year2023-12-31$21,762,486
Value of total assets at beginning of year2023-12-31$19,404,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$69,235
Total interest from all sources2023-12-31$9,142
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$719,451
Participant contributions at end of year2023-12-31$195,361
Participant contributions at beginning of year2023-12-31$91,609
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$24,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$2,357,536
Value of net assets at end of year (total assets less liabilities)2023-12-31$21,762,486
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$19,404,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$18,811,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$16,133,727
Value of interest in pooled separate accounts at end of year2023-12-31$326,222
Value of interest in pooled separate accounts at beginning of year2023-12-31$383,458
Interest on participant loans2023-12-31$9,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,429,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,796,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,266,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$463,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,055,965
Contract administrator fees2023-12-31$69,235
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31LBMC, PC
Accountancy firm EIN2023-12-31621199757
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$4,482,736
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,125,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,055,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,207,033
Value of total assets at end of year2023-01-01$21,762,486
Value of total assets at beginning of year2023-01-01$19,404,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$69,235
Total interest from all sources2023-01-01$9,142
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$719,451
Participant contributions at end of year2023-01-01$195,361
Participant contributions at beginning of year2023-01-01$91,609
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$24,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$2,357,536
Value of net assets at end of year (total assets less liabilities)2023-01-01$21,762,486
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$19,404,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$18,811,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$16,133,727
Value of interest in pooled separate accounts at end of year2023-01-01$326,222
Value of interest in pooled separate accounts at beginning of year2023-01-01$383,458
Interest on participant loans2023-01-01$9,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$2,429,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$2,796,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$3,266,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$463,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,055,965
Contract administrator fees2023-01-01$69,235
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01LBMC, PC
Accountancy firm EIN2023-01-01621199757
2022 : BATTLE GROUND ACADEMY PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,363,843
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$829,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$758,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,203,749
Value of total assets at end of year2022-12-31$19,404,950
Value of total assets at beginning of year2022-12-31$22,597,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$70,228
Total interest from all sources2022-12-31$3,031
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$421,579
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$421,579
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$711,254
Participant contributions at end of year2022-12-31$91,609
Participant contributions at beginning of year2022-12-31$95,217
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$17,890
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$22,386
Other income not declared elsewhere2022-12-31$110,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,193,021
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,404,950
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,597,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,133,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,481,019
Value of interest in pooled separate accounts at end of year2022-12-31$383,458
Value of interest in pooled separate accounts at beginning of year2022-12-31$362,450
Interest on participant loans2022-12-31$3,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,796,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,659,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,133,004
Net investment gain/loss from pooled separate accounts2022-12-31$30,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$474,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$736,564
Contract administrator fees2022-12-31$70,228
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LBMC, PC
Accountancy firm EIN2022-12-31621199757
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-2,363,843
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$829,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$758,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,203,749
Value of total assets at end of year2022-01-01$19,404,950
Value of total assets at beginning of year2022-01-01$22,597,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$70,228
Total interest from all sources2022-01-01$3,031
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$421,579
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$421,579
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$711,254
Participant contributions at end of year2022-01-01$91,609
Participant contributions at beginning of year2022-01-01$95,217
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$17,890
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$22,386
Other income not declared elsewhere2022-01-01$110,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-3,193,021
Value of net assets at end of year (total assets less liabilities)2022-01-01$19,404,950
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$22,597,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$16,133,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$19,481,019
Value of interest in pooled separate accounts at end of year2022-01-01$383,458
Value of interest in pooled separate accounts at beginning of year2022-01-01$362,450
Interest on participant loans2022-01-01$3,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$2,796,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$2,659,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-4,133,004
Net investment gain/loss from pooled separate accounts2022-01-01$30,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$474,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$736,564
Contract administrator fees2022-01-01$70,228
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01LBMC, PC
Accountancy firm EIN2022-01-01621199757
2021 : BATTLE GROUND ACADEMY PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,180,145
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,106,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,035,322
Expenses. Certain deemed distributions of participant loans2021-12-31$1,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,184,986
Value of total assets at end of year2021-12-31$22,597,971
Value of total assets at beginning of year2021-12-31$19,524,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$69,315
Total interest from all sources2021-12-31$4,606
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$630,015
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$630,015
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$643,047
Participant contributions at end of year2021-12-31$95,217
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$114,049
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$115,844
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$40,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,073,668
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,597,971
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,524,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,481,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,323,436
Value of interest in pooled separate accounts at end of year2021-12-31$362,450
Value of interest in pooled separate accounts at beginning of year2021-12-31$310,639
Interest on participant loans2021-12-31$4,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,659,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,850,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,209,657
Net investment gain/loss from pooled separate accounts2021-12-31$54,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$427,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$919,478
Contract administrator fees2021-12-31$69,315
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LBMC, PC
Accountancy firm EIN2021-12-31621199757
2020 : BATTLE GROUND ACADEMY PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,972,310
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,173,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,141,003
Expenses. Certain deemed distributions of participant loans2020-12-31$10,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,389,215
Value of total assets at end of year2020-12-31$19,524,303
Value of total assets at beginning of year2020-12-31$16,725,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,420
Total interest from all sources2020-12-31$3,156
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$280,656
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$280,656
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$661,115
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$319,460
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,061
Assets. Loans (other than to participants) at end of year2020-12-31$40,056
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$115,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,798,835
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,524,303
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,725,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,323,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,468,768
Value of interest in pooled separate accounts at end of year2020-12-31$310,639
Value of interest in pooled separate accounts at beginning of year2020-12-31$325,715
Interest on participant loans2020-12-31$3,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,850,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,928,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,186,418
Net investment gain/loss from pooled separate accounts2020-12-31$-2,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$408,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,141,003
Contract administrator fees2020-12-31$22,420
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LBMC, PC
Accountancy firm EIN2020-12-31621199757
2019 : BATTLE GROUND ACADEMY PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$3,856,007
Total income from all sources (including contributions)2019-12-31$3,856,007
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,570,231
Total of all expenses incurred2019-12-31$1,570,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,548,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,548,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,048,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,048,049
Value of total assets at end of year2019-12-31$16,725,468
Value of total assets at end of year2019-12-31$16,725,468
Value of total assets at beginning of year2019-12-31$14,439,692
Value of total assets at beginning of year2019-12-31$14,439,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,514
Total interest from all sources2019-12-31$21,875
Total interest from all sources2019-12-31$21,875
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$261,226
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$261,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$261,226
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$261,226
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$651,964
Contributions received from participants2019-12-31$651,964
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$28,152
Participant contributions at beginning of year2019-12-31$28,152
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,110
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,110
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,061
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,061
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,285,776
Value of net income/loss2019-12-31$2,285,776
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,725,468
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,725,468
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,439,692
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,439,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9,353
Investment advisory and management fees2019-12-31$9,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,468,768
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,468,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,330,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,330,265
Value of interest in pooled separate accounts at end of year2019-12-31$325,715
Value of interest in pooled separate accounts at end of year2019-12-31$325,715
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,147,307
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,147,307
Interest earned on other investments2019-12-31$21,875
Interest earned on other investments2019-12-31$21,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,928,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,928,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,918,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,918,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,500,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,500,444
Net investment gain/loss from pooled separate accounts2019-12-31$24,413
Net investment gain/loss from pooled separate accounts2019-12-31$24,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$391,975
Contributions received in cash from employer2019-12-31$391,975
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$15,264
Employer contributions (assets) at beginning of year2019-12-31$15,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,548,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,548,717
Contract administrator fees2019-12-31$12,161
Contract administrator fees2019-12-31$12,161
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LBMC, PC
Accountancy firm name2019-12-31LBMC, PC
Accountancy firm EIN2019-12-31621199757
Accountancy firm EIN2019-12-31621199757
2018 : BATTLE GROUND ACADEMY PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$259,979
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,078,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,047,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,086,381
Value of total assets at end of year2018-12-31$14,439,692
Value of total assets at beginning of year2018-12-31$15,258,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,996
Total interest from all sources2018-12-31$118,861
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$356,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$356,998
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$583,643
Participant contributions at end of year2018-12-31$28,152
Participant contributions at beginning of year2018-12-31$20,952
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$137,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-818,419
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,439,692
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,258,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$14,977
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,330,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,642,795
Value of interest in pooled separate accounts at end of year2018-12-31$4,147,307
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,696,965
Interest earned on other investments2018-12-31$118,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,918,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,883,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,325,284
Net investment gain/loss from pooled separate accounts2018-12-31$23,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$365,728
Employer contributions (assets) at end of year2018-12-31$15,264
Employer contributions (assets) at beginning of year2018-12-31$13,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,047,402
Contract administrator fees2018-12-31$16,019
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LBMC, PC
Accountancy firm EIN2018-12-31621199757
2017 : BATTLE GROUND ACADEMY PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,058,729
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$645,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$626,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$997,885
Value of total assets at end of year2017-12-31$15,258,111
Value of total assets at beginning of year2017-12-31$12,845,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,242
Total interest from all sources2017-12-31$5,131
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$284,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$284,920
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$519,430
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$502
Participant contributions at end of year2017-12-31$20,952
Participant contributions at beginning of year2017-12-31$20,957
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$130,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,413,074
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,258,111
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,845,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$4,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,642,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,279,478
Value of interest in pooled separate accounts at end of year2017-12-31$4,696,965
Value of interest in pooled separate accounts at beginning of year2017-12-31$501,826
Interest on participant loans2017-12-31$2,978
Interest earned on other investments2017-12-31$2,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,883,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,028,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,750,752
Net investment gain/loss from pooled separate accounts2017-12-31$20,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$347,699
Employer contributions (assets) at end of year2017-12-31$13,922
Employer contributions (assets) at beginning of year2017-12-31$13,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$626,413
Contract administrator fees2017-12-31$14,943
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LBMC, PC
Accountancy firm EIN2017-12-31621199757
2016 : BATTLE GROUND ACADEMY PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,820,109
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$859,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$835,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$862,469
Value of total assets at end of year2016-12-31$12,845,037
Value of total assets at beginning of year2016-12-31$11,884,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,663
Total interest from all sources2016-12-31$131,061
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$202,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$202,504
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$502,885
Participant contributions at end of year2016-12-31$502
Participant contributions at beginning of year2016-12-31$10,868
Participant contributions at end of year2016-12-31$20,957
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$30,964
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$960,598
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,845,037
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,884,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$10,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,279,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,269,741
Value of interest in pooled separate accounts at end of year2016-12-31$501,826
Value of interest in pooled separate accounts at beginning of year2016-12-31$429,644
Income. Interest from loans (other than to participants)2016-12-31$-1,491
Interest earned on other investments2016-12-31$132,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,028,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,173,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$600,956
Net investment gain/loss from pooled separate accounts2016-12-31$23,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$328,620
Employer contributions (assets) at end of year2016-12-31$13,430
Employer contributions (assets) at beginning of year2016-12-31$427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$835,848
Contract administrator fees2016-12-31$12,886
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LBMC, PC
Accountancy firm EIN2016-12-31621199757
2015 : BATTLE GROUND ACADEMY PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$858,357
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$831,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$809,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$746,428
Value of total assets at end of year2015-12-31$11,884,439
Value of total assets at beginning of year2015-12-31$11,857,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,772
Total interest from all sources2015-12-31$126,920
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$224,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$224,238
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$430,314
Participant contributions at end of year2015-12-31$10,868
Participant contributions at beginning of year2015-12-31$25,559
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15,226
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$26,918
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,884,439
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,857,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$9,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,269,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,203,664
Value of interest in pooled separate accounts at end of year2015-12-31$429,644
Value of interest in pooled separate accounts at beginning of year2015-12-31$416,990
Interest on participant loans2015-12-31$579
Interest earned on other investments2015-12-31$126,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,173,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,210,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-269,580
Net investment gain/loss from pooled separate accounts2015-12-31$30,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$300,888
Employer contributions (assets) at end of year2015-12-31$427
Employer contributions (assets) at beginning of year2015-12-31$1,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$809,667
Contract administrator fees2015-12-31$12,544
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LBMC, PC
Accountancy firm EIN2015-12-31621199757
2014 : BATTLE GROUND ACADEMY PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,445,004
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,860,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,836,891
Expenses. Certain deemed distributions of participant loans2014-12-31$4,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$686,276
Value of total assets at end of year2014-12-31$11,857,521
Value of total assets at beginning of year2014-12-31$13,272,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,939
Total interest from all sources2014-12-31$136,225
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$153,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$153,256
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$401,584
Participant contributions at end of year2014-12-31$25,559
Participant contributions at beginning of year2014-12-31$34,201
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$806
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$27
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,415,186
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,857,521
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,272,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$16,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,203,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,332,290
Value of interest in pooled separate accounts at end of year2014-12-31$416,990
Value of interest in pooled separate accounts at beginning of year2014-12-31$445,762
Interest on participant loans2014-12-31$976
Interest earned on other investments2014-12-31$135,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,210,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,460,416
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$99,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$422,824
Net investment gain/loss from pooled separate accounts2014-12-31$46,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$283,886
Employer contributions (assets) at end of year2014-12-31$1,111
Employer contributions (assets) at beginning of year2014-12-31$38
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,737,057
Contract administrator fees2014-12-31$2,314
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LATTIMORE BLACK MORGAN & CAIN, PC
Accountancy firm EIN2014-12-31621199757
2013 : BATTLE GROUND ACADEMY PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$185
Total income from all sources (including contributions)2013-12-31$2,840,535
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$912,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$891,293
Expenses. Certain deemed distributions of participant loans2013-12-31$8,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$708,276
Value of total assets at end of year2013-12-31$13,272,707
Value of total assets at beginning of year2013-12-31$11,344,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,098
Total interest from all sources2013-12-31$132,695
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$398,757
Participant contributions at end of year2013-12-31$34,201
Participant contributions at beginning of year2013-12-31$36,702
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$27,612
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,928,149
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,272,707
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,344,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$12,098
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,332,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,753,956
Value of interest in pooled separate accounts at end of year2013-12-31$445,762
Value of interest in pooled separate accounts at beginning of year2013-12-31$292,453
Interest on participant loans2013-12-31$972
Interest earned on other investments2013-12-31$131,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,460,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,261,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,964,890
Net investment gain/loss from pooled separate accounts2013-12-31$34,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$281,907
Employer contributions (assets) at end of year2013-12-31$38
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$891,293
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FRASIER, DEAN & HOWARD, PLLC
Accountancy firm EIN2013-12-31621073578
2012 : BATTLE GROUND ACADEMY PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$185
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,764
Total income from all sources (including contributions)2012-12-31$1,908,905
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$836,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$813,181
Expenses. Certain deemed distributions of participant loans2012-12-31$20,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$707,219
Value of total assets at end of year2012-12-31$11,344,743
Value of total assets at beginning of year2012-12-31$10,280,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,418
Total interest from all sources2012-12-31$128,063
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$401,170
Participant contributions at end of year2012-12-31$36,702
Participant contributions at beginning of year2012-12-31$41,178
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$29,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$7,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,072,025
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,344,558
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,272,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$495
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,753,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,785,173
Value of interest in pooled separate accounts at end of year2012-12-31$292,453
Value of interest in pooled separate accounts at beginning of year2012-12-31$206,794
Interest on participant loans2012-12-31$1,585
Interest earned on other investments2012-12-31$126,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,261,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,247,152
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$32,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,051,223
Net investment gain/loss from pooled separate accounts2012-12-31$22,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$276,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$780,841
Contract administrator fees2012-12-31$2,923
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FRASIER, DEAN & HOWARD, PLLC
Accountancy firm EIN2012-12-31621073578
2011 : BATTLE GROUND ACADEMY PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,764
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$149
Total income from all sources (including contributions)2011-12-31$592,863
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$828,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$784,649
Expenses. Certain deemed distributions of participant loans2011-12-31$41,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$716,757
Value of total assets at end of year2011-12-31$10,280,297
Value of total assets at beginning of year2011-12-31$10,508,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,541
Total interest from all sources2011-12-31$125,813
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$405,486
Participant contributions at end of year2011-12-31$41,178
Participant contributions at beginning of year2011-12-31$20,514
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$1,834
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$7,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-235,368
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,272,533
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,507,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,785,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,621,922
Value of interest in pooled separate accounts at end of year2011-12-31$206,794
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,792,557
Interest on participant loans2011-12-31$1,740
Interest earned on other investments2011-12-31$124,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,247,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,071,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-274,240
Net investment gain/loss from pooled separate accounts2011-12-31$24,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$294,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$784,649
Contract administrator fees2011-12-31$2,541
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FRASIER, DEAN & HOWARD, PLLC
Accountancy firm EIN2011-12-31621073578
2010 : BATTLE GROUND ACADEMY PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$149
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$1,755,424
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,086,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,084,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$665,430
Value of total assets at end of year2010-12-31$10,508,050
Value of total assets at beginning of year2010-12-31$9,838,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,807
Total interest from all sources2010-12-31$121,845
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$381,609
Participant contributions at end of year2010-12-31$20,514
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$1,834
Participant contributions at beginning of year2010-12-31$2,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$669,096
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,507,901
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,838,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,807
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,621,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,432,516
Value of interest in pooled separate accounts at end of year2010-12-31$3,792,557
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,057,946
Interest on participant loans2010-12-31$172
Interest earned on other investments2010-12-31$121,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,071,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,344,954
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$293,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$448,326
Net investment gain/loss from pooled separate accounts2010-12-31$519,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$283,821
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$1,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$790,643
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FRASIER, DEAN & HOWARD, PLLC
Accountancy firm EIN2010-12-31621073578
2009 : BATTLE GROUND ACADEMY PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BATTLE GROUND ACADEMY PENSION PLAN

2023: BATTLE GROUND ACADEMY PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BATTLE GROUND ACADEMY PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BATTLE GROUND ACADEMY PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BATTLE GROUND ACADEMY PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BATTLE GROUND ACADEMY PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: BATTLE GROUND ACADEMY PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BATTLE GROUND ACADEMY PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BATTLE GROUND ACADEMY PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BATTLE GROUND ACADEMY PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BATTLE GROUND ACADEMY PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BATTLE GROUND ACADEMY PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BATTLE GROUND ACADEMY PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BATTLE GROUND ACADEMY PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BATTLE GROUND ACADEMY PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664T89
Policy instance 2
Insurance contract or identification number664T89
Number of Individuals Covered230
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500574
Policy instance 1
Insurance contract or identification number500574
Number of Individuals Covered79
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664T89
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500574
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664T89
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500574
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664T89
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500574
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500574
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500574
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63474
Policy instance 1

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