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BREWSTER ACADEMY RETIREMENT PLAN 401k Plan overview

Plan NameBREWSTER ACADEMY RETIREMENT PLAN
Plan identification number 003

BREWSTER ACADEMY 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:BREWSTER ACADEMY
Employer identification number (EIN):020223317
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BREWSTER ACADEMY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01LISA BRAITERMAN LISA BRAITERMAN2018-10-05
0032016-01-01LISA BRAITERMAN LISA BRAITERMAN2017-10-11
0032015-01-01LISA BRAITERMAN LISA BRAITERMAN2016-09-15
0032014-01-01LISA BRAITERMAN LISA BRAITERMAN2015-08-17
0032013-01-01LISA BRAITERMAN LISA BRAITERMAN2014-07-23
0032012-01-01LISA BRAITERMAN LISA BRAITERMAN2013-07-30
0032011-01-01LISA BRAITERMAN LISA BRAITERMAN2012-10-09
0032010-01-01LISA BRAITERMAN LISA BRAITERMAN2011-10-13
0032009-01-01LISA BRAITERMAN LISA BRAITERMAN2010-10-15

Plan Statistics for BREWSTER ACADEMY RETIREMENT PLAN

401k plan membership statisitcs for BREWSTER ACADEMY RETIREMENT PLAN

Measure Date Value
2022: BREWSTER ACADEMY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01426
Total number of active participants reported on line 7a of the Form 55002022-01-01157
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01237
Total of all active and inactive participants2022-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01396
Number of participants with account balances2022-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BREWSTER ACADEMY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01413
Total number of active participants reported on line 7a of the Form 55002021-01-01177
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01249
Total of all active and inactive participants2021-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01427
Number of participants with account balances2021-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BREWSTER ACADEMY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01429
Total number of active participants reported on line 7a of the Form 55002020-01-01171
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01245
Total of all active and inactive participants2020-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01417
Number of participants with account balances2020-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BREWSTER ACADEMY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01427
Total number of active participants reported on line 7a of the Form 55002019-01-01190
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01237
Total of all active and inactive participants2019-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01429
Number of participants with account balances2019-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BREWSTER ACADEMY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01424
Total number of active participants reported on line 7a of the Form 55002018-01-01196
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01229
Total of all active and inactive participants2018-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01427
Number of participants with account balances2018-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BREWSTER ACADEMY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01372
Total number of active participants reported on line 7a of the Form 55002017-01-01223
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01199
Total of all active and inactive participants2017-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01424
Number of participants with account balances2017-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BREWSTER ACADEMY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01359
Total number of active participants reported on line 7a of the Form 55002016-01-01180
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01189
Total of all active and inactive participants2016-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01371
Number of participants with account balances2016-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BREWSTER ACADEMY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01331
Total number of active participants reported on line 7a of the Form 55002015-01-01163
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01193
Total of all active and inactive participants2015-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01358
Number of participants with account balances2015-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BREWSTER ACADEMY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01328
Total number of active participants reported on line 7a of the Form 55002014-01-01136
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01193
Total of all active and inactive participants2014-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01331
Number of participants with account balances2014-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BREWSTER ACADEMY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01333
Total number of active participants reported on line 7a of the Form 55002013-01-01146
Number of other retired or separated participants entitled to future benefits2013-01-01182
Total of all active and inactive participants2013-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01329
Number of participants with account balances2013-01-01326
2012: BREWSTER ACADEMY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01300
Total number of active participants reported on line 7a of the Form 55002012-01-01164
Number of other retired or separated participants entitled to future benefits2012-01-01184
Total of all active and inactive participants2012-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01349
Number of participants with account balances2012-01-01299
2011: BREWSTER ACADEMY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01303
Total number of active participants reported on line 7a of the Form 55002011-01-01145
Number of other retired or separated participants entitled to future benefits2011-01-01182
Total of all active and inactive participants2011-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01328
Number of participants with account balances2011-01-01296
2010: BREWSTER ACADEMY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01286
Total number of active participants reported on line 7a of the Form 55002010-01-01263
Number of other retired or separated participants entitled to future benefits2010-01-0125
Total of all active and inactive participants2010-01-01288
Total participants2010-01-01288
Number of participants with account balances2010-01-01272
2009: BREWSTER ACADEMY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01282
Total number of active participants reported on line 7a of the Form 55002009-01-01254
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01281
Number of participants with account balances2009-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BREWSTER ACADEMY RETIREMENT PLAN

Measure Date Value
2022 : BREWSTER ACADEMY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,533,721
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,073,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,028,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,328,355
Value of total assets at end of year2022-12-31$26,472,515
Value of total assets at beginning of year2022-12-31$32,079,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,799
Total interest from all sources2022-12-31$287,405
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$522,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$522,493
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$744,477
Participant contributions at end of year2022-12-31$71,783
Participant contributions at beginning of year2022-12-31$29,849
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$37,858
Other income not declared elsewhere2022-12-31$15,577
Administrative expenses (other) incurred2022-12-31$21,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,606,762
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,472,515
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,079,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$23,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,232,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,816,781
Value of interest in pooled separate accounts at end of year2022-12-31$1,042,848
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,043,016
Interest on participant loans2022-12-31$3,461
Interest earned on other investments2022-12-31$283,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,125,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,189,631
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$199,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,775,155
Net investment gain/loss from pooled separate accounts2022-12-31$87,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$546,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,829,227
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERRY DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2022-12-31010523282
2021 : BREWSTER ACADEMY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,921,963
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,824,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,801,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,101,908
Value of total assets at end of year2021-12-31$32,079,277
Value of total assets at beginning of year2021-12-31$29,982,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,855
Total interest from all sources2021-12-31$250,806
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$766,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$766,386
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$692,869
Participant contributions at end of year2021-12-31$29,849
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,982
Other income not declared elsewhere2021-12-31$7,422
Administrative expenses (other) incurred2021-12-31$23,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,096,976
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,079,277
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,982,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,816,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,521,922
Value of interest in pooled separate accounts at end of year2021-12-31$1,043,016
Value of interest in pooled separate accounts at beginning of year2021-12-31$992,919
Interest on participant loans2021-12-31$890
Interest earned on other investments2021-12-31$249,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,189,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,467,460
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$221,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,626,155
Net investment gain/loss from pooled separate accounts2021-12-31$169,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$396,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,579,476
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERRY DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2021-12-31010523282
2020 : BREWSTER ACADEMY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,734,009
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,824,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,806,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,231,124
Value of total assets at end of year2020-12-31$29,982,301
Value of total assets at beginning of year2020-12-31$27,072,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,777
Total interest from all sources2020-12-31$282,857
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$399,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$399,683
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$719,525
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$97,844
Other income not declared elsewhere2020-12-31$4,328
Administrative expenses (other) incurred2020-12-31$17,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,909,594
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,982,301
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,072,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,521,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,616,975
Value of interest in pooled separate accounts at end of year2020-12-31$992,919
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,086,478
Interest earned on other investments2020-12-31$282,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,467,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,369,254
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$42,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,824,727
Net investment gain/loss from pooled separate accounts2020-12-31$-8,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$413,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,764,134
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BERRY DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2020-12-31010523282
2019 : BREWSTER ACADEMY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$5,274,570
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,516,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,502,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,318,417
Value of total assets at end of year2019-12-31$27,072,707
Value of total assets at beginning of year2019-12-31$23,314,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,314
Total interest from all sources2019-12-31$278,471
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$288,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$288,025
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$748,111
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,910
Other income not declared elsewhere2019-12-31$4,368
Administrative expenses (other) incurred2019-12-31$13,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,758,507
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,072,707
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,314,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,616,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,902,205
Value of interest in pooled separate accounts at end of year2019-12-31$1,086,478
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,073,881
Interest earned on other investments2019-12-31$278,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,369,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,338,114
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$98,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,327,709
Net investment gain/loss from pooled separate accounts2019-12-31$57,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$565,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,404,741
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERRY DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2019-12-31010523282
2018 : BREWSTER ACADEMY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$540,530
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,421,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,420,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,328,838
Value of total assets at end of year2018-12-31$23,314,200
Value of total assets at beginning of year2018-12-31$25,195,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,277
Total interest from all sources2018-12-31$294,653
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$304,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$304,010
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$669,743
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$100,638
Other income not declared elsewhere2018-12-31$1,258
Administrative expenses (other) incurred2018-12-31$1,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,880,919
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,314,200
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,195,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,902,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,600,359
Value of interest in pooled separate accounts at end of year2018-12-31$1,073,881
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,161,027
Interest earned on other investments2018-12-31$294,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,338,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,433,733
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$85,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,438,152
Net investment gain/loss from pooled separate accounts2018-12-31$49,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$558,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,334,368
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BERRY DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2018-12-31010523282
2017 : BREWSTER ACADEMY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,643,415
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,104,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,103,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,589,454
Value of total assets at end of year2017-12-31$25,195,119
Value of total assets at beginning of year2017-12-31$21,656,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,000
Total interest from all sources2017-12-31$289,184
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$218,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$218,579
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$680,494
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$334,642
Administrative expenses (other) incurred2017-12-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,538,602
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,195,119
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,656,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,600,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,016,115
Value of interest in pooled separate accounts at end of year2017-12-31$1,161,027
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,044,210
Interest earned on other investments2017-12-31$289,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,433,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,596,192
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$387,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,498,225
Net investment gain/loss from pooled separate accounts2017-12-31$47,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$574,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$716,240
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2017-12-31010523282
2016 : BREWSTER ACADEMY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,725,332
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$754,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$754,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,547,711
Value of total assets at end of year2016-12-31$21,656,517
Value of total assets at beginning of year2016-12-31$19,685,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$385
Total interest from all sources2016-12-31$309,285
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$112,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$112,914
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$670,729
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$319,224
Administrative expenses (other) incurred2016-12-31$385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,970,731
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,656,517
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,685,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,016,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,426,475
Value of interest in pooled separate accounts at end of year2016-12-31$1,044,210
Value of interest in pooled separate accounts at beginning of year2016-12-31$906,885
Interest earned on other investments2016-12-31$309,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,596,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,352,426
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$28,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$706,492
Net investment gain/loss from pooled separate accounts2016-12-31$48,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$557,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$725,954
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BERRY DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2016-12-31010523282
2015 : BREWSTER ACADEMY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,510,537
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,015,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,011,696
Value of total corrective distributions2015-12-31$3,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,100,557
Value of total assets at end of year2015-12-31$19,685,786
Value of total assets at beginning of year2015-12-31$19,190,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$410
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$13,298
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$601,627
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$24,220
Administrative expenses (other) incurred2015-12-31$410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$495,372
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,685,786
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,190,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,426,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,118,040
Value of interest in pooled separate accounts at end of year2015-12-31$906,885
Value of interest in pooled separate accounts at beginning of year2015-12-31$780,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,352,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,291,509
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$317,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$396,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$474,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$694,636
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BERRY DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2015-12-31010523282
2014 : BREWSTER ACADEMY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,330,379
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$798,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$797,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,227,586
Value of total assets at end of year2014-12-31$19,190,414
Value of total assets at beginning of year2014-12-31$17,658,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$510
Total interest from all sources2014-12-31$293,044
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$89,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$89,763
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$562,764
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$199,253
Administrative expenses (other) incurred2014-12-31$510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,532,310
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,190,414
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,658,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,118,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,820,084
Value of interest in pooled separate accounts at end of year2014-12-31$780,865
Value of interest in pooled separate accounts at beginning of year2014-12-31$577,770
Interest earned on other investments2014-12-31$293,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,291,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,260,250
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$46,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$641,564
Net investment gain/loss from pooled separate accounts2014-12-31$78,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$465,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$750,744
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BERRY DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2014-12-31010523282
2013 : BREWSTER ACADEMY RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,123,547
Total of all expenses incurred2013-12-31$684,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$684,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$930,116
Value of total assets at end of year2013-12-31$17,658,104
Value of total assets at beginning of year2013-12-31$15,218,847
Total interest from all sources2013-12-31$321,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$493,248
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,439,257
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,658,104
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,218,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,820,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,742,266
Value of interest in pooled separate accounts at end of year2013-12-31$577,770
Value of interest in pooled separate accounts at beginning of year2013-12-31$484,286
Interest earned on other investments2013-12-31$321,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,260,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,992,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,823,185
Net investment gain/loss from pooled separate accounts2013-12-31$49,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$422,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$684,290
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2013-12-31010523282
2012 : BREWSTER ACADEMY RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,329,222
Total of all expenses incurred2012-12-31$538,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$538,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,100,982
Value of total assets at end of year2012-12-31$15,218,847
Value of total assets at beginning of year2012-12-31$13,428,322
Total interest from all sources2012-12-31$275,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$509,191
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$185,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,790,525
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,218,847
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,428,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,742,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,295,240
Value of interest in pooled separate accounts at end of year2012-12-31$484,286
Value of interest in pooled separate accounts at beginning of year2012-12-31$393,257
Interest earned on other investments2012-12-31$275,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,992,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,739,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$911,561
Net investment gain/loss from pooled separate accounts2012-12-31$41,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$406,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$538,697
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2012-12-31010523282
2011 : BREWSTER ACADEMY RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,021,891
Total of all expenses incurred2011-12-31$483,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$483,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$849,183
Value of total assets at end of year2011-12-31$13,428,322
Value of total assets at beginning of year2011-12-31$12,889,504
Total interest from all sources2011-12-31$263,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$471,617
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$25,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$538,818
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,428,322
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,889,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,295,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,164,522
Value of interest in pooled separate accounts at end of year2011-12-31$393,257
Value of interest in pooled separate accounts at beginning of year2011-12-31$349,631
Interest earned on other investments2011-12-31$263,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,739,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,375,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-135,545
Net investment gain/loss from pooled separate accounts2011-12-31$44,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$352,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$483,073
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2011-12-31010523282
2010 : BREWSTER ACADEMY RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$4,196,238
Total income from all sources (including contributions)2010-12-31$1,171,530
Total of all expenses incurred2010-12-31$582,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$582,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$538,140
Value of total assets at end of year2010-12-31$12,889,504
Value of total assets at beginning of year2010-12-31$8,103,794
Total interest from all sources2010-12-31$174,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$160,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$589,472
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,889,504
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,103,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,164,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,509,534
Value of interest in pooled separate accounts at end of year2010-12-31$349,631
Value of interest in pooled separate accounts at beginning of year2010-12-31$176,334
Interest earned on other investments2010-12-31$174,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,375,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,417,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$434,656
Net investment gain/loss from pooled separate accounts2010-12-31$24,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$377,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$582,058
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2010-12-31010523282
2009 : BREWSTER ACADEMY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BREWSTER ACADEMY RETIREMENT PLAN

2022: BREWSTER ACADEMY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BREWSTER ACADEMY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BREWSTER ACADEMY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BREWSTER ACADEMY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BREWSTER ACADEMY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BREWSTER ACADEMY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BREWSTER ACADEMY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BREWSTER ACADEMY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BREWSTER ACADEMY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BREWSTER ACADEMY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BREWSTER ACADEMY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BREWSTER ACADEMY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BREWSTER ACADEMY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BREWSTER ACADEMY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500539
Policy instance 1
Insurance contract or identification number500539
Number of Individuals Covered247
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500539
Policy instance 1
Insurance contract or identification number500539
Number of Individuals Covered255
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500539
Policy instance 1
Insurance contract or identification number500539
Number of Individuals Covered261
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number500539
Policy instance 1
Insurance contract or identification number500539
Number of Individuals Covered270
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number500539
Policy instance 1
Insurance contract or identification number500539
Number of Individuals Covered279
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number500539
Policy instance 1
Insurance contract or identification number500539
Number of Individuals Covered295
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number500539
Policy instance 1
Insurance contract or identification number500539
Number of Individuals Covered302
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number366431
Policy instance 1
Insurance contract or identification number366431
Number of Individuals Covered295
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number366431
Policy instance 1
Insurance contract or identification number366431
Number of Individuals Covered299
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number366431
Policy instance 1
Insurance contract or identification number366431
Number of Individuals Covered296
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number366431 / 366462
Policy instance 1
Insurance contract or identification number366431 / 366462
Number of Individuals Covered272
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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