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DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 401k Plan overview

Plan NameDANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES
Plan identification number 003

DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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.
  • 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

DANA HALL SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:DANA HALL SCHOOL
Employer identification number (EIN):042103562
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES

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
0032017-01-01CHARLES A. BRESLIN CHARLES A. BRESLIN2018-09-13
0032016-01-01CHARLES A. BRESLIN CHARLES A. BRESLIN2017-10-03
0032015-01-01CHARLES A. BRESLIN CHARLES A. BRESLIN2016-09-30
0032014-01-01CHARLES A. BRESLIN CHARLES A. BRESLIN2015-10-05
0032013-01-01CHARLES A. BRESLIN CHARLES A. BRESLIN2014-10-03
0032012-01-01CHARLES A. BRESLIN CHARLES A. BRESLIN2013-09-20
0032011-01-01CHARLES A. BRESLIN CHARLES A. BRESLIN2012-10-15
0032009-01-01CHARLES A. BRESLIN CHARLES A. BRESLIN2010-10-15
0032008-01-01
0032008-01-01CHARLES BRESLIN
0032007-01-01CHARLES BRESLIN

Plan Statistics for DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES

401k plan membership statisitcs for DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES

Measure Date Value
2022: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-01572
Total number of active participants reported on line 7a of the Form 55002022-01-01191
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01386
Total of all active and inactive participants2022-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01579
Number of participants with account balances2022-01-01577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-01562
Total number of active participants reported on line 7a of the Form 55002021-01-01191
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01377
Total of all active and inactive participants2021-01-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01571
Number of participants with account balances2021-01-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-01558
Total number of active participants reported on line 7a of the Form 55002020-01-01190
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01376
Total of all active and inactive participants2020-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01568
Number of participants with account balances2020-01-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-01546
Total number of active participants reported on line 7a of the Form 55002019-01-01189
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01367
Total of all active and inactive participants2019-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01558
Number of participants with account balances2019-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-01539
Total number of active participants reported on line 7a of the Form 55002018-01-01185
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01358
Total of all active and inactive participants2018-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01546
Number of participants with account balances2018-01-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-01541
Total number of active participants reported on line 7a of the Form 55002017-01-01182
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01355
Total of all active and inactive participants2017-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01539
Number of participants with account balances2017-01-01539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-01528
Total number of active participants reported on line 7a of the Form 55002016-01-01188
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01350
Total of all active and inactive participants2016-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01541
Number of participants with account balances2016-01-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01527
Total number of active participants reported on line 7a of the Form 55002015-01-01320
Number of retired or separated participants receiving benefits2015-01-01101
Number of other retired or separated participants entitled to future benefits2015-01-01248
Total of all active and inactive participants2015-01-01669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01669
Number of participants with account balances2015-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01536
Total number of active participants reported on line 7a of the Form 55002014-01-01177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01343
Total of all active and inactive participants2014-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01522
Number of participants with account balances2014-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01530
Total number of active participants reported on line 7a of the Form 55002013-01-01211
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01300
Total of all active and inactive participants2013-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01513
Number of participants with account balances2013-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01528
Total number of active participants reported on line 7a of the Form 55002012-01-01206
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01329
Total of all active and inactive participants2012-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01536
Number of participants with account balances2012-01-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01521
Total number of active participants reported on line 7a of the Form 55002011-01-01202
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01324
Total of all active and inactive participants2011-01-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01528
Number of participants with account balances2011-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01510
Total number of active participants reported on line 7a of the Form 55002009-01-01436
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0167
Total of all active and inactive participants2009-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01503
Number of participants with account balances2009-01-01462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2008 401k membership
Total number of active participants reported on line 7a of the Form 55002008-01-010
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-010

Financial Data on DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES

Measure Date Value
2022 : DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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$0
Total income from all sources (including contributions)2022-12-31$-5,589,952
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,008,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,007,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,821,919
Value of total assets at end of year2022-12-31$50,309,258
Value of total assets at beginning of year2022-12-31$58,907,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$888
Total interest from all sources2022-12-31$475,123
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$429,000
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$429,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,039,952
Participant contributions at end of year2022-12-31$98,862
Participant contributions at beginning of year2022-12-31$21,123
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$21,118
Other income not declared elsewhere2022-12-31$35,761
Administrative expenses (other) incurred2022-12-31$888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,598,369
Value of net assets at end of year (total assets less liabilities)2022-12-31$50,309,258
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$58,907,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$36,049,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$45,110,850
Value of interest in pooled separate accounts at end of year2022-12-31$2,338,963
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,145,595
Interest on participant loans2022-12-31$2,719
Interest earned on other investments2022-12-31$472,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,822,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,630,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,527,961
Net investment gain/loss from pooled separate accounts2022-12-31$176,206
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$760,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,007,529
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 name2022-12-31TONNESON & COMPANY
Accountancy firm EIN2022-12-31042943536
2021 : DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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$9,044,799
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,288,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,287,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,818,764
Value of total assets at end of year2021-12-31$58,907,627
Value of total assets at beginning of year2021-12-31$52,150,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$297
Total interest from all sources2021-12-31$400,181
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$669,876
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$669,876
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$1,055,135
Participant contributions at end of year2021-12-31$21,123
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,440
Other income not declared elsewhere2021-12-31$21,039
Administrative expenses (other) incurred2021-12-31$297
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$6,756,677
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,907,627
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$52,150,950
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$45,110,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$39,212,118
Value of interest in pooled separate accounts at end of year2021-12-31$2,145,595
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,605,317
Interest on participant loans2021-12-31$402
Interest earned on other investments2021-12-31$399,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,630,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,333,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,818,364
Net investment gain/loss from pooled separate accounts2021-12-31$316,575
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$762,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,287,825
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 name2021-12-31TONNESON & COMPANY
Accountancy firm EIN2021-12-31042943536
2020 : DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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$9,084,620
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,945,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,945,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,093,306
Value of total assets at end of year2020-12-31$52,150,950
Value of total assets at beginning of year2020-12-31$45,012,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$147
Total interest from all sources2020-12-31$438,316
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$256,052
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$256,052
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$980,618
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,360,858
Administrative expenses (other) incurred2020-12-31$147
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$7,138,924
Value of net assets at end of year (total assets less liabilities)2020-12-31$52,150,950
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$45,012,026
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$39,212,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,129,093
Value of interest in pooled separate accounts at end of year2020-12-31$1,605,317
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,535,180
Interest earned on other investments2020-12-31$438,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,333,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,347,753
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$505,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,310,424
Net investment gain/loss from pooled separate accounts2020-12-31$-13,478
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$751,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,440,530
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31TONNESON & COMPANY
Accountancy firm EIN2020-12-31042943536
2019 : DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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$8,612,496
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,599,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,599,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,743,909
Value of total assets at end of year2019-12-31$45,012,026
Value of total assets at beginning of year2019-12-31$38,999,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$164
Total interest from all sources2019-12-31$456,162
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$162,332
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$162,332
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$950,812
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$41,169
Administrative expenses (other) incurred2019-12-31$164
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$6,012,784
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,012,026
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,999,242
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$32,129,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,711,719
Value of interest in pooled separate accounts at end of year2019-12-31$1,535,180
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,480,506
Interest earned on other investments2019-12-31$456,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,347,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,807,017
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$689,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,168,345
Net investment gain/loss from pooled separate accounts2019-12-31$81,748
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$751,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,910,220
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 name2019-12-31TONNESON & COMPANY
Accountancy firm EIN2019-12-31042943536
2018 : DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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$228,521
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,460,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,460,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,761,000
Value of total assets at end of year2018-12-31$38,999,242
Value of total assets at beginning of year2018-12-31$41,231,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$96
Total interest from all sources2018-12-31$478,629
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$216,147
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$216,147
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$943,434
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$77,031
Administrative expenses (other) incurred2018-12-31$96
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,232,170
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,999,242
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$41,231,412
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$25,711,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,130,434
Value of interest in pooled separate accounts at end of year2018-12-31$1,480,506
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,498,269
Interest earned on other investments2018-12-31$478,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,807,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,602,709
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$611,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,300,490
Net investment gain/loss from pooled separate accounts2018-12-31$73,235
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$740,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,849,215
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 name2018-12-31TONNESON & COMPANY
Accountancy firm EIN2018-12-31042943536
2017 : DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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$7,230,289
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,722,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,721,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,782,085
Value of total assets at end of year2017-12-31$41,231,412
Value of total assets at beginning of year2017-12-31$37,723,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$341
Total interest from all sources2017-12-31$457,479
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$144,092
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$144,092
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$955,861
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$83,292
Administrative expenses (other) incurred2017-12-31$341
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$3,508,207
Value of net assets at end of year (total assets less liabilities)2017-12-31$41,231,412
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,723,205
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$28,130,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,819,328
Value of interest in pooled separate accounts at end of year2017-12-31$1,498,269
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,492,966
Interest earned on other investments2017-12-31$457,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,602,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,410,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,783,341
Net investment gain/loss from pooled separate accounts2017-12-31$63,292
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$742,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,721,741
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 name2017-12-31TONNESON & COMPANY
Accountancy firm EIN2017-12-31042943536
2016 : DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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$4,089,330
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,375,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,375,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,840,523
Value of total assets at end of year2016-12-31$37,723,205
Value of total assets at beginning of year2016-12-31$35,009,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$108
Total interest from all sources2016-12-31$490,594
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$61,460
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$61,460
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$975,013
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$132,353
Administrative expenses (other) incurred2016-12-31$108
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$2,713,815
Value of net assets at end of year (total assets less liabilities)2016-12-31$37,723,205
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,009,390
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$24,819,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,300,159
Value of interest in pooled separate accounts at end of year2016-12-31$1,492,966
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,412,119
Interest earned on other investments2016-12-31$490,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,410,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,297,112
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$138,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,623,164
Net investment gain/loss from pooled separate accounts2016-12-31$73,589
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$733,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,236,947
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 name2016-12-31TONNESON & COMPANY
Accountancy firm EIN2016-12-31042943536
2015 : DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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$2,329,355
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,969,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,969,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,718,377
Value of total assets at end of year2015-12-31$35,009,390
Value of total assets at beginning of year2015-12-31$35,649,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$176
Total interest from all sources2015-12-31$453,174
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$62,194
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$62,194
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$916,876
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$89,719
Administrative expenses (other) incurred2015-12-31$176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-640,318
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,009,390
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,649,708
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$22,300,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,394,066
Value of interest in pooled separate accounts at end of year2015-12-31$1,412,119
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,270,243
Interest earned on other investments2015-12-31$453,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,297,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,985,399
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$264,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,460
Net investment gain/loss from pooled separate accounts2015-12-31$105,070
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$711,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,705,407
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 name2015-12-31TONNESON & COMPANY
Accountancy firm EIN2015-12-31042943536
2014 : DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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$3,683,486
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$902,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$902,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,629,835
Value of total assets at end of year2014-12-31$35,649,708
Value of total assets at beginning of year2014-12-31$32,868,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$96
Total interest from all sources2014-12-31$451,660
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$37,225
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$37,225
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$861,734
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$91,535
Administrative expenses (other) incurred2014-12-31$96
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$2,780,763
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,649,708
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,868,945
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$23,394,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,364,651
Value of interest in pooled separate accounts at end of year2014-12-31$1,270,243
Value of interest in pooled separate accounts at beginning of year2014-12-31$997,729
Interest earned on other investments2014-12-31$451,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,985,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,506,565
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$78,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,436,872
Net investment gain/loss from pooled separate accounts2014-12-31$127,894
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$676,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$824,174
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 name2014-12-31TONNESON & COMPANY
Accountancy firm EIN2014-12-31042943536
2013 : DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,981,825
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,784,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,784,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,478,038
Value of total assets at end of year2013-12-31$32,868,945
Value of total assets at beginning of year2013-12-31$28,671,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$123
Total interest from all sources2013-12-31$424,650
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$21,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$21,625
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$779,559
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$63,423
Administrative expenses (other) incurred2013-12-31$123
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$4,197,427
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,868,945
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,671,518
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$21,364,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,639,696
Value of interest in pooled separate accounts at end of year2013-12-31$997,729
Value of interest in pooled separate accounts at beginning of year2013-12-31$844,914
Interest earned on other investments2013-12-31$424,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,506,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,186,908
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$110,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,974,522
Net investment gain/loss from pooled separate accounts2013-12-31$82,990
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$635,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,673,943
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 name2013-12-31TONNESON & COMPANY
Accountancy firm EIN2013-12-31042943536
2012 : DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,027,801
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,459,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,458,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,382,492
Value of total assets at end of year2012-12-31$28,671,518
Value of total assets at beginning of year2012-12-31$26,102,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$120
Total interest from all sources2012-12-31$401,488
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$8,834
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$741,684
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$26,029
Administrative expenses (other) incurred2012-12-31$120
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$2,568,776
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,671,518
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,102,742
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$17,639,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,358,035
Value of interest in pooled separate accounts at end of year2012-12-31$844,914
Value of interest in pooled separate accounts at beginning of year2012-12-31$727,044
Interest earned on other investments2012-12-31$401,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,186,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,017,663
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$135,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,159,696
Net investment gain/loss from pooled separate accounts2012-12-31$75,291
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$614,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,323,475
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 name2012-12-31TONNESON & COMPANY
Accountancy firm EIN2012-12-31042943536
2011 : DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$1,483,299
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,440,544
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,219,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,219,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,249,098
Value of total assets at end of year2011-12-31$26,102,742
Value of total assets at beginning of year2011-12-31$25,398,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$132
Total interest from all sources2011-12-31$410,446
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$7,698
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$645,511
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$25,640
Administrative expenses (other) incurred2011-12-31$132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-778,804
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,102,742
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,398,247
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$15,358,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,129,715
Value of interest in pooled separate accounts at end of year2011-12-31$727,044
Value of interest in pooled separate accounts at beginning of year2011-12-31$571,679
Interest earned on other investments2011-12-31$410,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,017,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,696,853
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$567,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-308,891
Net investment gain/loss from pooled separate accounts2011-12-31$82,193
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$577,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,652,107
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 name2011-12-31TONNESON & COMPANY
Accountancy firm EIN2011-12-31042943536
2010 : DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,953,756
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,271,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,271,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$822,796
Value of total assets at end of year2010-12-31$25,398,247
Value of total assets at beginning of year2010-12-31$23,716,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$120
Total interest from all sources2010-12-31$363,542
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$571,649
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,669
Administrative expenses (other) incurred2010-12-31$120
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$1,682,021
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,398,247
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,716,226
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$15,129,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,742,852
Value of interest in pooled separate accounts at end of year2010-12-31$571,679
Value of interest in pooled separate accounts at beginning of year2010-12-31$460,904
Interest earned on other investments2010-12-31$363,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,696,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,512,470
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$108,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,701,613
Net investment gain/loss from pooled separate accounts2010-12-31$65,805
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$239,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,163,365
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 name2010-12-31TONNESON & COMPANY
Accountancy firm EIN2010-12-31042943536
2009 : DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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 DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES

2022: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 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: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500568
Policy instance 1
Insurance contract or identification number500568
Number of Individuals Covered447
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 number500568
Policy instance 1
Insurance contract or identification number500568
Number of Individuals Covered458
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 number500568
Policy instance 1
Insurance contract or identification number500568
Number of Individuals Covered470
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 number500568
Policy instance 1
Insurance contract or identification number500568
Number of Individuals Covered477
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 number500568
Policy instance 1
Insurance contract or identification number500568
Number of Individuals Covered487
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number500568
Policy instance 1
Insurance contract or identification number500568
Number of Individuals Covered495
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 number500568
Policy instance 1
Insurance contract or identification number500568
Number of Individuals Covered514
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number500568
Policy instance 1
Insurance contract or identification number500568
Number of Individuals Covered524
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 number346515
Policy instance 1
Insurance contract or identification number346515
Number of Individuals Covered520
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
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 number346515
Policy instance 1
Insurance contract or identification number346515
Number of Individuals Covered525
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
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 number346515
Policy instance 1
Insurance contract or identification number346515
Number of Individuals Covered512
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
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 number346515
Policy instance 1
Insurance contract or identification number346515
Number of Individuals Covered466
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
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

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