401k Plan data: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN plan

THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN
Plan identification number	001

THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

THE BAY SCHOOL OF SAN FRANCISCO has sponsored the creation of one or more 401k plans.

Company Name: THE BAY SCHOOL OF SAN FRANCISCO

Employer identification number (EIN): 943266229

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KEVIN ROGERS 2023-06-23
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ELAINE COCUZZO 2018-07-16
001 2016-01-01 ELAINE COCUZZO 2017-10-10
001 2015-01-01 ELAINE COCUZZO 2016-07-15
001 2015-01-01 ELAINE COCUZZO 2017-10-10
001 2014-01-01 ELAINE COCUZZO 2017-10-10
001 2014-01-01 ELAINE COCUZZO 2015-10-12
001 2013-01-01 ELAINE COCUZZO 2017-10-10
001 2012-01-01 ELAINE COCUZZO 2017-10-10
001 2011-01-01 ELAINE COCUZZO 2017-10-10
001 2010-01-01 ELAINE COCUZZO 2017-10-10
001 2009-01-01 ELAINE COCUZZO 2017-10-10
001 2009-01-01 TOM ZEIDEL
001 2007-01-01 TOM ZEIDEL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	KEVIN ROGERS	2023-06-23
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ELAINE COCUZZO	2018-07-16
001	2016-01-01	ELAINE COCUZZO	2017-10-10
001	2015-01-01	ELAINE COCUZZO	2016-07-15
001	2015-01-01	ELAINE COCUZZO	2017-10-10
001	2014-01-01	ELAINE COCUZZO	2017-10-10
001	2014-01-01	ELAINE COCUZZO	2015-10-12
001	2013-01-01	ELAINE COCUZZO	2017-10-10
001	2012-01-01	ELAINE COCUZZO	2017-10-10
001	2011-01-01	ELAINE COCUZZO	2017-10-10
001	2010-01-01	ELAINE COCUZZO	2017-10-10
001	2009-01-01	ELAINE COCUZZO	2017-10-10
001	2009-01-01	TOM ZEIDEL
001	2007-01-01	TOM ZEIDEL

Plan Statistics for THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 98
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 86
Total of all active and inactive participants 2022-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 186
Number of participants with account balances 2022-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 90
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 75
Total of all active and inactive participants 2021-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 166
Number of participants with account balances 2021-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 80
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 78
Total of all active and inactive participants 2020-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 159
Number of participants with account balances 2020-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 83
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 71
Total of all active and inactive participants 2019-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 154
Number of participants with account balances 2019-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 75
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 66
Total of all active and inactive participants 2018-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 141
Number of participants with account balances 2018-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2009: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 102
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 5
Total of all active and inactive participants 2009-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 107
Number of participants with account balances 2009-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2007: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 0
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 0
Number of participants with account balances 2007-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2022: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	98
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	86
Total of all active and inactive participants	2022-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	186
Number of participants with account balances	2022-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	90
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	75
Total of all active and inactive participants	2021-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	166
Number of participants with account balances	2021-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	80
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	78
Total of all active and inactive participants	2020-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	159
Number of participants with account balances	2020-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	83
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	71
Total of all active and inactive participants	2019-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	154
Number of participants with account balances	2019-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	75
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	66
Total of all active and inactive participants	2018-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	141
Number of participants with account balances	2018-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2009: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	102
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	5
Total of all active and inactive participants	2009-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	107
Number of participants with account balances	2009-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2007: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	0
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	0
Number of participants with account balances	2007-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2022 : THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,039,346
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,183,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,183,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,741,548
Value of total assets at end of year	2022-12-31	$15,981,392
Value of total assets at beginning of year	2022-12-31	$18,204,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$125
Total interest from all sources	2022-12-31	$62,701
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$555,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,140,181
Participant contributions at end of year	2022-12-31	$54,125
Participant contributions at beginning of year	2022-12-31	$48,716
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$4,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,222,828
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$15,981,392
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,204,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$13,537,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,988,637
Value of interest in pooled separate accounts at end of year	2022-12-31	$588,860
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$532,873
Interest on participant loans	2022-12-31	$2,458
Interest earned on other investments	2022-12-31	$60,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,800,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,633,994
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$13,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,887,141
Net investment gain/loss from pooled separate accounts	2022-12-31	$43,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$597,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,169,743
Contract administrator fees	2022-12-31	$125
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2022-12-31	300840934
2021 : THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,675,305
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$437,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$437,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,564,974
Value of total assets at end of year	2021-12-31	$18,204,220
Value of total assets at beginning of year	2021-12-31	$14,966,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$50
Total interest from all sources	2021-12-31	$52,382
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$555,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$988,622
Participant contributions at end of year	2021-12-31	$48,716
Participant contributions at beginning of year	2021-12-31	$28,250
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$40,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,237,614
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,204,220
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,966,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,988,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,900,991
Value of interest in pooled separate accounts at end of year	2021-12-31	$532,873
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$433,324
Interest on participant loans	2021-12-31	$1,521
Interest earned on other investments	2021-12-31	$50,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,633,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,604,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,977,451
Net investment gain/loss from pooled separate accounts	2021-12-31	$80,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$535,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$437,641
Contract administrator fees	2021-12-31	$50
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2021-12-31	300840934
2020 : THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,455,741
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$449,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$449,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,521,652
Value of total assets at end of year	2020-12-31	$14,966,606
Value of total assets at beginning of year	2020-12-31	$11,960,624
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$52,922
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$555,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$898,325
Participant contributions at end of year	2020-12-31	$28,250
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$105,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,005,982
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,966,606
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,960,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,900,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,973,318
Value of interest in pooled separate accounts at end of year	2020-12-31	$433,324
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$430,751
Interest on participant loans	2020-12-31	$580
Interest earned on other investments	2020-12-31	$52,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,604,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,556,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,884,866
Net investment gain/loss from pooled separate accounts	2020-12-31	$-3,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$517,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$449,759
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2020-12-31	300840934
2019 : THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,147,374
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$346,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$346,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,350,330
Value of total assets at end of year	2019-12-31	$11,960,624
Value of total assets at beginning of year	2019-12-31	$9,160,244
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$48,093
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$555,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$466,967
Amount contributed by the employer to the plan for this plan year	2019-12-31	$466,967
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$817,390
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$65,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,800,380
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,960,624
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,160,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,973,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,496,988
Value of interest in pooled separate accounts at end of year	2019-12-31	$430,751
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$304,396
Interest earned on other investments	2019-12-31	$48,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,556,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,358,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,729,274
Net investment gain/loss from pooled separate accounts	2019-12-31	$19,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$466,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$346,994
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2019-12-31	300840934
2018 : THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$165,856
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	$802,693
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,065,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,065,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,258,710
Value of total assets at end of year	2018-12-31	$9,160,244
Value of total assets at beginning of year	2018-12-31	$9,256,792
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$37,664
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$555,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$421,279
Amount contributed by the employer to the plan for this plan year	2018-12-31	$421,279
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$784,693
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$52,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-262,404
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,160,244
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,256,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,496,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,901,450
Value of interest in pooled separate accounts at end of year	2018-12-31	$304,396
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$260,558
Interest earned on other investments	2018-12-31	$37,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,358,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,094,784
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$81,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-506,904
Net investment gain/loss from pooled separate accounts	2018-12-31	$13,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$421,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$983,185
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2018-12-31	300840934
2013 : THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,212,978
Expenses. Total of all expenses incurred	2013-12-31	$246,209
Benefits paid (including direct rollovers)	2013-12-31	$246,209
Total plan assets at end of year	2013-12-31	$4,773,014
Total plan assets at beginning of year	2013-12-31	$3,806,245
Value of fidelity bond covering the plan	2013-12-31	$188,000
Total contributions received or receivable from participants	2013-12-31	$444,455
Contributions received from other sources (not participants or employers)	2013-12-31	$4,030
Other income received	2013-12-31	$589,087
Net income (gross income less expenses)	2013-12-31	$966,769
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,773,014
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,806,245
Total contributions received or receivable from employer(s)	2013-12-31	$175,406
2012 : THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$899,255
Expenses. Total of all expenses incurred	2012-12-31	$137,846
Benefits paid (including direct rollovers)	2012-12-31	$137,846
Total plan assets at end of year	2012-12-31	$3,806,245
Total plan assets at beginning of year	2012-12-31	$3,044,836
Value of fidelity bond covering the plan	2012-12-31	$188,000
Total contributions received or receivable from participants	2012-12-31	$440,917
Contributions received from other sources (not participants or employers)	2012-12-31	$2,196
Other income received	2012-12-31	$310,208
Net income (gross income less expenses)	2012-12-31	$761,409
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,806,245
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,044,836
Total contributions received or receivable from employer(s)	2012-12-31	$145,934
2011 : THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$591,277
Expenses. Total of all expenses incurred	2011-12-31	$260,582
Benefits paid (including direct rollovers)	2011-12-31	$260,414
Total plan assets at end of year	2011-12-31	$3,044,836
Total plan assets at beginning of year	2011-12-31	$2,714,141
Value of fidelity bond covering the plan	2011-12-31	$188,000
Total contributions received or receivable from participants	2011-12-31	$411,181
Contributions received from other sources (not participants or employers)	2011-12-31	$84,825
Other income received	2011-12-31	$-14,883
Net income (gross income less expenses)	2011-12-31	$330,695
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,044,836
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,714,141
Total contributions received or receivable from employer(s)	2011-12-31	$110,154
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$168
2010 : THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$283,639
Total income from all sources	2010-12-31	$612,300
Expenses. Total of all expenses incurred	2010-12-31	$64,038
Benefits paid (including direct rollovers)	2010-12-31	$64,038
Total plan assets at end of year	2010-12-31	$2,714,141
Total plan assets at beginning of year	2010-12-31	$1,882,240
Value of fidelity bond covering the plan	2010-12-31	$188,000
Total contributions received or receivable from participants	2010-12-31	$338,685
Contributions received from other sources (not participants or employers)	2010-12-31	$35,736
Other income received	2010-12-31	$200,674
Net income (gross income less expenses)	2010-12-31	$548,262
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,714,141
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,882,240
Total contributions received or receivable from employer(s)	2010-12-31	$37,205

Form 5500 Responses for THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN

2022: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2009: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	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
2007: THE BAY SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	This submission is the final filing	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

335190

Policy instance

Insurance contract or identification number	335190
Number of Individuals Covered	184
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

335190

Policy instance

Insurance contract or identification number	335190
Number of Individuals Covered	166
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

335190

Policy instance

Insurance contract or identification number	335190
Number of Individuals Covered	159
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

335190

Policy instance

Insurance contract or identification number	335190
Number of Individuals Covered	154
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

335190

Policy instance

Insurance contract or identification number	335190
Number of Individuals Covered	128
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

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

Policy contract number

335190

Policy instance

Insurance contract or identification number	335190
Number of Individuals Covered	84
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

335191

Policy instance

Insurance contract or identification number	335191
Number of Individuals Covered	59
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

335190

Policy instance

Insurance contract or identification number	335190
Number of Individuals Covered	81
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

335191

Policy instance

Insurance contract or identification number	335191
Number of Individuals Covered	58
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	THE BAY SCHOOL OF SAN FRANCISCO
Employer identification number (EIN):	943266229
NAIC Classification:	611000