401k Plan data: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN plan

DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN
Plan identification number	002

DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERT DRISCOLL & JULIA DRISCOLL & ROBERT DRISCOLL, JR. FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: ROBERT DRISCOLL & JULIA DRISCOLL & ROBERT DRISCOLL, JR. FOUNDATION

Employer identification number (EIN): 741170270

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 ERIC HAMON
002 2015-01-01 ERIC HAMON
002 2014-01-01 ERIC HAMON
002 2013-01-01 ERIC HAMON
002 2012-01-01 ERIC HAMON
002 2011-01-01 ERIC HAMON ERIC HAMON 2012-09-26
002 2010-01-01 D ERIC HAMON D ERIC HAMON 2011-10-13
002 2009-01-01 D ERIC HAMON D ERIC HAMON 2010-09-09
002 2009-01-01 D ERIC HAMON D ERIC HAMON 2010-09-09

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01	ERIC HAMON
002	2015-01-01	ERIC HAMON
002	2014-01-01	ERIC HAMON
002	2013-01-01	ERIC HAMON
002	2012-01-01	ERIC HAMON
002	2011-01-01	ERIC HAMON	ERIC HAMON	2012-09-26
002	2010-01-01	D ERIC HAMON	D ERIC HAMON	2011-10-13
002	2009-01-01	D ERIC HAMON	D ERIC HAMON	2010-09-09
002	2009-01-01	D ERIC HAMON	D ERIC HAMON	2010-09-09

Plan Statistics for DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN

401k plan membership statisitcs for DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN

Measure Date Value
2016: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,506
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,308
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 469
Total of all active and inactive participants 2016-01-01 2,777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 8
Total participants 2016-01-01 2,785
Number of participants with account balances 2016-01-01 2,631
2015: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,370
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,061
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 414
Total of all active and inactive participants 2015-01-01 2,475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 8
Total participants 2015-01-01 2,483
Number of participants with account balances 2015-01-01 2,319
2014: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,295
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,928
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 417
Total of all active and inactive participants 2014-01-01 2,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 8
Total participants 2014-01-01 2,353
Number of participants with account balances 2014-01-01 2,177
2013: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,195
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,856
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 408
Total of all active and inactive participants 2013-01-01 2,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 6
Total participants 2013-01-01 2,270
Number of participants with account balances 2013-01-01 2,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,153
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,820
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 348
Total of all active and inactive participants 2012-01-01 2,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 4
Total participants 2012-01-01 2,172
Number of participants with account balances 2012-01-01 1,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,151
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,782
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 345
Total of all active and inactive participants 2011-01-01 2,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 2,129
Number of participants with account balances 2011-01-01 1,927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2,152
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,801
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 337
Total of all active and inactive participants 2010-01-01 2,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 3
Total participants 2010-01-01 2,141
Number of participants with account balances 2010-01-01 1,917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2,042
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,799
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 321
Total of all active and inactive participants 2009-01-01 2,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 2,122
Number of participants with account balances 2009-01-01 1,873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,506
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,308
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	469
Total of all active and inactive participants	2016-01-01	2,777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	8
Total participants	2016-01-01	2,785
Number of participants with account balances	2016-01-01	2,631
2015: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,370
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,061
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	414
Total of all active and inactive participants	2015-01-01	2,475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	8
Total participants	2015-01-01	2,483
Number of participants with account balances	2015-01-01	2,319
2014: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,295
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,928
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	417
Total of all active and inactive participants	2014-01-01	2,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	8
Total participants	2014-01-01	2,353
Number of participants with account balances	2014-01-01	2,177
2013: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,195
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,856
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	408
Total of all active and inactive participants	2013-01-01	2,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	6
Total participants	2013-01-01	2,270
Number of participants with account balances	2013-01-01	2,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,153
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,820
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	348
Total of all active and inactive participants	2012-01-01	2,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	4
Total participants	2012-01-01	2,172
Number of participants with account balances	2012-01-01	1,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,151
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,782
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	345
Total of all active and inactive participants	2011-01-01	2,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	2,129
Number of participants with account balances	2011-01-01	1,927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2,152
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,801
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	337
Total of all active and inactive participants	2010-01-01	2,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	3
Total participants	2010-01-01	2,141
Number of participants with account balances	2010-01-01	1,917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,042
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,799
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	321
Total of all active and inactive participants	2009-01-01	2,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	2,122
Number of participants with account balances	2009-01-01	1,873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN

Measure	Date	Value
2016 : DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$17,409,335
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,193,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,142,586
Value of total corrective distributions	2016-12-31	$159
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$8,355,689
Value of total assets at end of year	2016-12-31	$96,757,315
Value of total assets at beginning of year	2016-12-31	$83,541,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$50,431
Total interest from all sources	2016-12-31	$109,401
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,841,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,841,426
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$7,727,433
Participant contributions at end of year	2016-12-31	$3,936,169
Participant contributions at beginning of year	2016-12-31	$3,173,831
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$624,723
Other income not declared elsewhere	2016-12-31	$272,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$13,216,159
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$96,757,315
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$83,541,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$2
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$82,067,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$70,088,508
Interest on participant loans	2016-12-31	$109,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$10,753,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$10,278,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$6,830,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$3,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,142,586
Contract administrator fees	2016-12-31	$50,429
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	COLLIER, JOHNSON AND WOODS
Accountancy firm EIN	2016-12-31	742520265
2015 : DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$6,648,225
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$4,817,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,742,703
Expenses. Certain deemed distributions of participant loans	2015-12-31	$2,253
Value of total corrective distributions	2015-12-31	$7,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$7,760,962
Value of total assets at end of year	2015-12-31	$83,541,156
Value of total assets at beginning of year	2015-12-31	$81,710,642
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$65,116
Total interest from all sources	2015-12-31	$104,734
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,436,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,436,168
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$7,215,515
Participant contributions at end of year	2015-12-31	$3,173,831
Participant contributions at beginning of year	2015-12-31	$3,202,927
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$545,447
Other income not declared elsewhere	2015-12-31	$281,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,830,514
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$83,541,156
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$81,710,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$2
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$70,088,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$68,156,358
Interest on participant loans	2015-12-31	$104,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$10,278,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$10,351,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,935,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,742,703
Contract administrator fees	2015-12-31	$65,114
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	COLLIER, JOHNSON AND WOODS
Accountancy firm EIN	2015-12-31	742520265
2014 : DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$12,775,544
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$5,089,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$5,046,965
Value of total corrective distributions	2014-12-31	$14,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$7,341,936
Value of total assets at end of year	2014-12-31	$81,710,642
Value of total assets at beginning of year	2014-12-31	$74,024,848
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$28,200
Total interest from all sources	2014-12-31	$107,675
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,173,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,173,363
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$7,032,663
Participant contributions at end of year	2014-12-31	$3,202,927
Participant contributions at beginning of year	2014-12-31	$3,128,445
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$308,468
Other income not declared elsewhere	2014-12-31	$242,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$7,685,794
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$81,710,642
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$74,024,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$197
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$68,156,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$61,101,436
Interest on participant loans	2014-12-31	$107,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$10,351,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$9,794,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$3,909,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$5,046,965
Contract administrator fees	2014-12-31	$28,003
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	COLLIER, JOHNSON AND WOODS
Accountancy firm EIN	2014-12-31	742520265
2013 : DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$0
Total income from all sources (including contributions)	2013-12-31	$16,415,706
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,206,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,148,566
Expenses. Certain deemed distributions of participant loans	2013-12-31	$1,152
Value of total corrective distributions	2013-12-31	$20,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$7,248,014
Value of total assets at end of year	2013-12-31	$74,024,848
Value of total assets at beginning of year	2013-12-31	$60,815,952
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$36,210
Total interest from all sources	2013-12-31	$99,112
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$947,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$947,465
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$6,397,406
Participant contributions at end of year	2013-12-31	$3,128,445
Participant contributions at beginning of year	2013-12-31	$2,894,871
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$812,861
Other income not declared elsewhere	2013-12-31	$208,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$13,208,896
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$74,024,848
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$60,815,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$602
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$61,101,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$48,723,405
Interest on participant loans	2013-12-31	$99,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$9,794,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$9,197,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$7,912,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$37,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,148,566
Contract administrator fees	2013-12-31	$35,608
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	COLLIER, JOHNSON AND WOODS
Accountancy firm EIN	2013-12-31	742520265
2012 : DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$11,655,100
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,937,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,902,735
Value of total corrective distributions	2012-12-31	$4,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$6,248,792
Value of total assets at end of year	2012-12-31	$60,815,952
Value of total assets at beginning of year	2012-12-31	$53,098,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$30,355
Total interest from all sources	2012-12-31	$94,863
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,122,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,122,885
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$6,043,929
Participant contributions at end of year	2012-12-31	$2,894,871
Participant contributions at beginning of year	2012-12-31	$2,883,235
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$204,863
Other income not declared elsewhere	2012-12-31	$167,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$7,717,546
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$60,815,952
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$53,098,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$370
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$48,723,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$41,156,360
Interest on participant loans	2012-12-31	$94,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$9,197,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$9,058,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$4,020,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,902,735
Contract administrator fees	2012-12-31	$29,985
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	COLLIER, JOHNSON AND WOODS
Accountancy firm EIN	2012-12-31	742520265
2011 : DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$5,626,524
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$3,466,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,426,617
Expenses. Certain deemed distributions of participant loans	2011-12-31	$11,103
Value of total corrective distributions	2011-12-31	$383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$5,735,780
Value of total assets at end of year	2011-12-31	$53,098,406
Value of total assets at beginning of year	2011-12-31	$50,938,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$28,307
Total interest from all sources	2011-12-31	$98,226
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$867,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$867,694
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$5,493,717
Participant contributions at end of year	2011-12-31	$2,883,235
Participant contributions at beginning of year	2011-12-31	$2,715,988
Participant contributions at beginning of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$235,778
Other income not declared elsewhere	2011-12-31	$130,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,160,114
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$53,098,406
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$50,938,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$14
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$41,156,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$39,726,785
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$98,226
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$9,058,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$8,495,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,206,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$6,285
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,426,617
Contract administrator fees	2011-12-31	$28,293
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	COLLIER, JOHNSON AND WOODS
Accountancy firm EIN	2011-12-31	742520265
2010 : DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$10,775,581
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$3,393,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,359,561
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$7,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$5,584,854
Value of total assets at end of year	2010-12-31	$50,938,292
Value of total assets at beginning of year	2010-12-31	$43,555,846
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$26,508
Total interest from all sources	2010-12-31	$91,934
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$635,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$635,448
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$5,438,333
Participant contributions at end of year	2010-12-31	$2,715,988
Participant contributions at beginning of year	2010-12-31	$2,039,572
Participant contributions at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$146,521
Other income not declared elsewhere	2010-12-31	$93,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$7,382,446
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$50,938,292
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$43,555,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$2,583
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$39,726,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$32,871,899
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$91,934
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$8,495,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$8,644,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$4,369,673
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$0
Employer contributions (assets) at end of year	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,359,561
Contract administrator fees	2010-12-31	$23,925
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	COLLIER, JOHNSON AND WOODS
Accountancy firm EIN	2010-12-31	742520265

Form 5500 Responses for DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN

2016: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DRISCOLL FOUNDATION 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28076

Policy instance

Insurance contract or identification number	GA28076
Number of Individuals Covered	2319
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28076

Policy instance

Insurance contract or identification number	GA28076
Number of Individuals Covered	2177
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28076

Policy instance

Insurance contract or identification number	GA28076
Number of Individuals Covered	2077
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA31217011

Policy instance

Insurance contract or identification number	GA31217011
Number of Individuals Covered	1986
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28076

Policy instance

Insurance contract or identification number	GA28076
Number of Individuals Covered	1986
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA31217011

Policy instance

Insurance contract or identification number	GA31217011
Number of Individuals Covered	1927
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28076

Policy instance

Insurance contract or identification number	GA28076
Number of Individuals Covered	1927
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA31217011

Policy instance

Insurance contract or identification number	GA31217011
Number of Individuals Covered	1917
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28076

Policy instance

Insurance contract or identification number	GA28076
Number of Individuals Covered	1853
Insurance policy start date	2010-12-31
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ROBERT DRISCOLL & JULIA DRISCOLL & ROBERT DRISCOLL, JR. FOUNDATION
Employer identification number (EIN):	741170270
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations