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ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.

401k Sponsoring company profile

ROLLING HILLS PREPARATORY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:ROLLING HILLS PREPARATORY SCHOOL
Employer identification number (EIN):953735164
NAIC Classification:611000

Additional information about ROLLING HILLS PREPARATORY SCHOOL

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1054191

More information about ROLLING HILLS PREPARATORY SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01CHRISTINA MORSE2024-03-11
0012021-07-01AMY HOLLINGER2023-01-18
0012020-07-01AMY HOLLINGER2022-03-22
0012019-07-01
0012019-07-01AMY HOLLINGER2021-10-07
0012018-07-01DAVID MAHER2020-11-09
0012017-07-01DAVID MAHER2020-11-09
0012016-07-01
0012015-07-01PETER MCCORMACK2017-04-18
0012014-07-01MARIA SHER2016-04-14
0012013-07-01MARIA SHER2015-04-14
0012012-07-01MARIA SHER2014-04-14 PETER MCCORMACK2014-04-14
0012011-07-01MARIA SHER2013-04-15 PETER MCCORMACK2013-04-15
0012010-07-01MARIA SHER2012-04-13

Plan Statistics for ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01175
Total number of active participants reported on line 7a of the Form 55002022-07-0160
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01122
Total of all active and inactive participants2022-07-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-011
Total participants2022-07-01183
Number of participants with account balances2022-07-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01168
Total number of active participants reported on line 7a of the Form 55002021-07-0162
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01112
Total of all active and inactive participants2021-07-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01175
Number of participants with account balances2021-07-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01166
Total number of active participants reported on line 7a of the Form 55002020-07-0176
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0191
Total of all active and inactive participants2020-07-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01168
Number of participants with account balances2020-07-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-01160
2019: ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01213
Total number of active participants reported on line 7a of the Form 55002019-07-0181
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0184
Total of all active and inactive participants2019-07-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01166
Number of participants with account balances2019-07-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01142
Total number of active participants reported on line 7a of the Form 55002018-07-01151
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0161
Total of all active and inactive participants2018-07-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01213
Number of participants with account balances2018-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01170
Total number of active participants reported on line 7a of the Form 55002017-07-01136
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0148
Total of all active and inactive participants2017-07-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01185
Number of participants with account balances2017-07-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01131
Total number of active participants reported on line 7a of the Form 55002016-07-01102
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0168
Total of all active and inactive participants2016-07-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01170
Number of participants with account balances2016-07-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010

Financial Data on ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$1,637,394
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$2,563,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$2,532,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$562,544
Value of total assets at end of year2023-06-30$8,796,415
Value of total assets at beginning of year2023-06-30$9,722,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$30,775
Total interest from all sources2023-06-30$60,236
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$66,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$66,746
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$309,155
Participant contributions at end of year2023-06-30$69,018
Participant contributions at beginning of year2023-06-30$33,392
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$54,886
Other income not declared elsewhere2023-06-30$6,349
Administrative expenses (other) incurred2023-06-30$1,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$-925,839
Value of net assets at end of year (total assets less liabilities)2023-06-30$8,796,415
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$9,722,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$7,658,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$7,929,764
Value of interest in pooled separate accounts at end of year2023-06-30$60,250
Value of interest in pooled separate accounts at beginning of year2023-06-30$126,613
Interest on participant loans2023-06-30$3,246
Interest earned on other investments2023-06-30$56,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$1,008,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$1,632,485
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$81,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$948,145
Net investment gain/loss from pooled separate accounts2023-06-30$-6,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$198,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$2,451,085
Contract administrator fees2023-06-30$29,591
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30WINDES, INC.
Accountancy firm EIN2023-06-30953001179
2022 : ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-878,213
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,737,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,699,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$510,391
Value of total assets at end of year2022-06-30$9,722,254
Value of total assets at beginning of year2022-06-30$12,337,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$37,874
Total interest from all sources2022-06-30$55,956
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$73,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$73,313
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$288,275
Participant contributions at end of year2022-06-30$33,392
Participant contributions at beginning of year2022-06-30$7,924
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$13,344
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$36,392
Other income not declared elsewhere2022-06-30$11,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,615,451
Value of net assets at end of year (total assets less liabilities)2022-06-30$9,722,254
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$12,337,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$7,929,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$10,024,928
Value of interest in pooled separate accounts at end of year2022-06-30$126,613
Value of interest in pooled separate accounts at beginning of year2022-06-30$106,241
Interest on participant loans2022-06-30$449
Interest earned on other investments2022-06-30$55,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,632,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$2,177,511
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$314,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,553,901
Net investment gain/loss from pooled separate accounts2022-06-30$24,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$185,724
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$7,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,385,160
Contract administrator fees2022-06-30$37,874
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WINDES, INC.
Accountancy firm EIN2022-06-30953001179
2021 : ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total transfer of assets to this plan2021-06-30$3,467,072
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,696,347
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$666,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$659,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$535,575
Value of total assets at end of year2021-06-30$12,337,705
Value of total assets at beginning of year2021-06-30$6,840,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$6,238
Total interest from all sources2021-06-30$63,255
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$7,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$7,014
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$306,625
Participant contributions at end of year2021-06-30$7,924
Participant contributions at beginning of year2021-06-30$0
Participant contributions at end of year2021-06-30$13,344
Participant contributions at beginning of year2021-06-30$11,332
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$74,532
Other income not declared elsewhere2021-06-30$3,667
Administrative expenses (other) incurred2021-06-30$4,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,030,323
Value of net assets at end of year (total assets less liabilities)2021-06-30$12,337,705
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,840,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$10,024,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$5,612,317
Value of interest in pooled separate accounts at end of year2021-06-30$106,241
Value of interest in pooled separate accounts at beginning of year2021-06-30$103,624
Interest on participant loans2021-06-30$617
Interest earned on other investments2021-06-30$62,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$2,177,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,101,705
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$6,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,079,708
Net investment gain/loss from pooled separate accounts2021-06-30$7,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$154,418
Employer contributions (assets) at end of year2021-06-30$7,757
Employer contributions (assets) at beginning of year2021-06-30$11,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$653,341
Contract administrator fees2021-06-30$1,880
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30WINDES, INC.
Accountancy firm EIN2021-06-30953001179
2020 : ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$889,373
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$967,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$967,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$473,519
Value of total assets at end of year2020-06-30$6,817,646
Value of total assets at beginning of year2020-06-30$6,896,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$258
Total interest from all sources2020-06-30$100
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$231,185
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$9,820
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$11,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-78,373
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,817,646
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,896,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$5,612,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$5,660,591
Value of interest in pooled separate accounts at end of year2020-06-30$103,624
Value of interest in pooled separate accounts at beginning of year2020-06-30$201,655
Interest on participant loans2020-06-30$100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,101,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,014,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$375,158
Net investment gain/loss from pooled separate accounts2020-06-30$40,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$231,185
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$9,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$967,488
Contract administrator fees2020-06-30$258
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WINDES, INC.
Accountancy firm EIN2020-06-30953001179
2019 : ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$872,893
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,033,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,033,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$487,607
Value of total assets at end of year2019-06-30$6,896,019
Value of total assets at beginning of year2019-06-30$7,056,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$705,688
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$225,279
Participant contributions at end of year2019-06-30$9,820
Participant contributions at beginning of year2019-06-30$9,866
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$37,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Income. Non cash contributions2019-06-30$0
Value of net income/loss2019-06-30$-160,857
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,896,019
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$7,056,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$5,660,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$5,884,034
Value of interest in pooled separate accounts at end of year2019-06-30$201,655
Value of interest in pooled separate accounts at beginning of year2019-06-30$159,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,014,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$993,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$365,777
Net investment gain/loss from pooled separate accounts2019-06-30$19,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$225,071
Employer contributions (assets) at end of year2019-06-30$9,820
Employer contributions (assets) at beginning of year2019-06-30$9,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,033,750
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30WINDES, INC.
Accountancy firm EIN2019-06-30953001179
2018 : ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,205,312
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$714,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$714,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$543,226
Value of total assets at end of year2018-06-30$7,056,876
Value of total assets at beginning of year2018-06-30$6,566,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$491
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$656,621
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$239,357
Participant contributions at end of year2018-06-30$9,866
Participant contributions at beginning of year2018-06-30$10,119
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$64,512
Administrative expenses (other) incurred2018-06-30$491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$490,662
Value of net assets at end of year (total assets less liabilities)2018-06-30$7,056,876
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$6,566,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$5,884,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,485,290
Value of interest in pooled separate accounts at end of year2018-06-30$159,859
Value of interest in pooled separate accounts at beginning of year2018-06-30$107,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$993,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$953,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$648,811
Net investment gain/loss from pooled separate accounts2018-06-30$13,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$239,357
Employer contributions (assets) at end of year2018-06-30$9,866
Employer contributions (assets) at beginning of year2018-06-30$10,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$714,159
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30WINDES, INC.
Accountancy firm EIN2018-06-30953001179
2017 : ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,165,108
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$324,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$324,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$464,004
Value of total assets at end of year2017-06-30$6,566,214
Value of total assets at beginning of year2017-06-30$5,725,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$232,002
Participant contributions at end of year2017-06-30$10,119
Participant contributions at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$840,892
Value of net assets at end of year (total assets less liabilities)2017-06-30$6,566,214
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,725,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,485,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,701,492
Value of interest in pooled separate accounts at end of year2017-06-30$107,050
Value of interest in pooled separate accounts at beginning of year2017-06-30$130,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$953,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$893,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$691,383
Net investment gain/loss from pooled separate accounts2017-06-30$9,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$232,002
Employer contributions (assets) at end of year2017-06-30$10,119
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$324,216
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30WINDES, INC.
Accountancy firm EIN2017-06-30953001179

Form 5500 Responses for ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2022: ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346772
Policy instance 1
Insurance contract or identification number346772
Number of Individuals Covered112
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346772
Policy instance 1
Insurance contract or identification number346772
Number of Individuals Covered122
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346772
Policy instance 1
Insurance contract or identification number346772
Number of Individuals Covered129
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346772
Policy instance 1
Insurance contract or identification number346772
Number of Individuals Covered158
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346772
Policy instance 1
Insurance contract or identification number346772
Number of Individuals Covered148
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346772
Policy instance 1
Insurance contract or identification number346772
Number of Individuals Covered137
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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