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BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 401k Plan overview

Plan NameBUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN
Plan identification number 001

BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

BUCKINGHAM, BROWNE & NICHOLS SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:BUCKINGHAM, BROWNE & NICHOLS SCHOOL
Employer identification number (EIN):042103751
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01ROBERT W. SAVAGE ROBERT W. SAVAGE2019-06-28
0012017-01-01ROBERT W. SAVAGE ROBERT W. SAVAGE2018-06-11
0012016-01-01ROBERT W. SAVAGE ROBERT W. SAVAGE2017-05-24
0012015-01-01ROBERT W. SAVAGE ROBERT W. SAVAGE2016-08-04
0012015-01-01ROBERT W. SAVAGE ROBERT W. SAVAGE2016-08-02
0012014-01-01ROBERT W.SAVAGE ROBERT W.SAVAGE2015-07-16
0012014-01-01ROBERT W.SAVAGE ROBERT W.SAVAGE2015-07-16
0012013-01-01ROBERT W. SAVAGE ROBERT W. SAVAGE2014-07-30
0012012-01-01ROBERT W. SAVAGE ROBERT W. SAVAGE2013-08-06
0012011-01-01ROBERT W. SAVAGE ROBERT W. SAVAGE2012-10-11
0012010-01-01ROBERT W. SAVAGE
0012009-01-012010-10-13
0012009-01-012010-10-13
0012009-01-01ROBERT W SAVAGE ROBERT W SAVAGE2010-10-29

Plan Statistics for BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN

401k plan membership statisitcs for BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN

Measure Date Value
2022: BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01866
Total number of active participants reported on line 7a of the Form 55002022-01-01331
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01560
Total of all active and inactive participants2022-01-01891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0116
Total participants2022-01-01907
Number of participants with account balances2022-01-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01833
Total number of active participants reported on line 7a of the Form 55002021-01-01327
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01534
Total of all active and inactive participants2021-01-01861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-01878
Number of participants with account balances2021-01-01861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01837
Total number of active participants reported on line 7a of the Form 55002020-01-01301
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01542
Total of all active and inactive participants2020-01-01843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01847
Number of participants with account balances2020-01-01845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01821
Total number of active participants reported on line 7a of the Form 55002019-01-01291
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01542
Total of all active and inactive participants2019-01-01833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01836
Number of participants with account balances2019-01-01834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01812
Total number of active participants reported on line 7a of the Form 55002018-01-01292
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01528
Total of all active and inactive participants2018-01-01820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01821
Number of participants with account balances2018-01-01820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01814
Total number of active participants reported on line 7a of the Form 55002017-01-01290
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01521
Total of all active and inactive participants2017-01-01811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01812
Number of participants with account balances2017-01-01812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01797
Total number of active participants reported on line 7a of the Form 55002016-01-01283
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01529
Total of all active and inactive participants2016-01-01812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01814
Number of participants with account balances2016-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01791
Total number of active participants reported on line 7a of the Form 55002015-01-01280
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01515
Total of all active and inactive participants2015-01-01795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01797
Number of participants with account balances2015-01-01797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01781
Total number of active participants reported on line 7a of the Form 55002014-01-01790
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01506
Total of all active and inactive participants2014-01-011,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,297
Number of participants with account balances2014-01-01790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01769
Total number of active participants reported on line 7a of the Form 55002013-01-01282
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01500
Total of all active and inactive participants2013-01-01782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01783
Number of participants with account balances2013-01-01781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01753
Total number of active participants reported on line 7a of the Form 55002012-01-01273
Number of other retired or separated participants entitled to future benefits2012-01-01496
Total of all active and inactive participants2012-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01770
Number of participants with account balances2012-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01762
Total number of active participants reported on line 7a of the Form 55002011-01-01271
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01481
Total of all active and inactive participants2011-01-01752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01754
Number of participants with account balances2011-01-01751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01731
Total number of active participants reported on line 7a of the Form 55002010-01-01648
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01109
Total of all active and inactive participants2010-01-01757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01758
Number of participants with account balances2010-01-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01718
Total number of active participants reported on line 7a of the Form 55002009-01-01636
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0189
Total of all active and inactive participants2009-01-01725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01726
Number of participants with account balances2009-01-01707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN

Measure Date Value
2022 : BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,141,117
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,725,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,619,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,600,755
Value of total assets at end of year2022-12-31$111,871,969
Value of total assets at beginning of year2022-12-31$128,738,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$105,877
Total interest from all sources2022-12-31$1,141,919
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,627,801
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$1,627,801
Administrative expenses professional fees incurred2022-12-31$83,856
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$2,206,001
Participant contributions at end of year2022-12-31$204,058
Participant contributions at beginning of year2022-12-31$193,536
Participant contributions at end of year2022-12-31$80,599
Participant contributions at beginning of year2022-12-31$98,928
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$778,117
Other income not declared elsewhere2022-12-31$101,976
Administrative expenses (other) incurred2022-12-31$3,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,866,230
Value of net assets at end of year (total assets less liabilities)2022-12-31$111,871,969
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$128,738,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$77,871,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$95,542,105
Value of interest in pooled separate accounts at end of year2022-12-31$4,628,812
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,410,295
Interest on participant loans2022-12-31$9,370
Interest earned on other investments2022-12-31$1,132,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$28,992,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$28,400,561
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$325,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,974,968
Net investment gain/loss from pooled separate accounts2022-12-31$361,400
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$2,616,637
Employer contributions (assets) at end of year2022-12-31$94,076
Employer contributions (assets) at beginning of year2022-12-31$92,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,293,339
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$19,936,451
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,056,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,046,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,856,915
Value of total assets at end of year2021-12-31$128,738,199
Value of total assets at beginning of year2021-12-31$114,858,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,175
Total interest from all sources2021-12-31$956,895
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,730,714
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$2,730,714
Administrative expenses professional fees incurred2021-12-31$6,500
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$2,235,453
Participant contributions at end of year2021-12-31$193,536
Participant contributions at beginning of year2021-12-31$104,173
Participant contributions at end of year2021-12-31$98,928
Participant contributions at beginning of year2021-12-31$69,904
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$87,051
Other income not declared elsewhere2021-12-31$68,616
Administrative expenses (other) incurred2021-12-31$3,675
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$13,879,871
Value of net assets at end of year (total assets less liabilities)2021-12-31$128,738,199
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$114,858,328
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$95,542,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$83,149,505
Value of interest in pooled separate accounts at end of year2021-12-31$4,410,295
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,788,696
Interest on participant loans2021-12-31$7,316
Interest earned on other investments2021-12-31$949,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$28,400,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$27,668,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,643,456
Net investment gain/loss from pooled separate accounts2021-12-31$679,855
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$2,534,411
Employer contributions (assets) at end of year2021-12-31$92,774
Employer contributions (assets) at beginning of year2021-12-31$77,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,046,405
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$17,926,602
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,175,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,151,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,710,301
Value of total assets at end of year2020-12-31$114,858,328
Value of total assets at beginning of year2020-12-31$101,106,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,409
Total interest from all sources2020-12-31$1,047,406
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,278,096
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$1,278,096
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$2,117,696
Participant contributions at end of year2020-12-31$104,173
Participant contributions at beginning of year2020-12-31$54,162
Participant contributions at end of year2020-12-31$69,904
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$108,850
Other income not declared elsewhere2020-12-31$54,223
Administrative expenses (other) incurred2020-12-31$2,659
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$13,751,573
Value of net assets at end of year (total assets less liabilities)2020-12-31$114,858,328
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$101,106,755
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
Investment advisory and management fees2020-12-31$20,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$83,149,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$70,351,703
Value of interest in pooled separate accounts at end of year2020-12-31$3,788,696
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,926,589
Interest on participant loans2020-12-31$3,301
Interest earned on other investments2020-12-31$1,044,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$27,668,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$26,774,301
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$523,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,868,864
Net investment gain/loss from pooled separate accounts2020-12-31$-32,288
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$2,483,755
Employer contributions (assets) at end of year2020-12-31$77,314
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,628,145
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$19,741,706
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,436,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,415,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,470,416
Value of total assets at end of year2019-12-31$101,106,755
Value of total assets at beginning of year2019-12-31$85,801,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,385
Total interest from all sources2019-12-31$1,017,607
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$917,593
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$917,593
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$1,941,538
Participant contributions at end of year2019-12-31$54,162
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$223,923
Other income not declared elsewhere2019-12-31$44,475
Administrative expenses (other) incurred2019-12-31$1,035
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$15,304,799
Value of net assets at end of year (total assets less liabilities)2019-12-31$101,106,755
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$85,801,956
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
Investment advisory and management fees2019-12-31$20,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$70,351,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$56,224,182
Value of interest in pooled separate accounts at end of year2019-12-31$3,926,589
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,612,966
Interest on participant loans2019-12-31$1,052
Interest earned on other investments2019-12-31$1,016,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$26,774,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$25,964,808
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$103,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,093,955
Net investment gain/loss from pooled separate accounts2019-12-31$197,660
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$2,304,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,311,570
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 name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-12-31431947695
2018 : BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$680,324
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,195,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,188,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,182,447
Value of total assets at end of year2018-12-31$85,801,956
Value of total assets at beginning of year2018-12-31$89,316,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,569
Total interest from all sources2018-12-31$1,021,308
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$877,787
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$877,787
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$1,836,811
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$154,540
Other income not declared elsewhere2018-12-31$12,390
Administrative expenses (other) incurred2018-12-31$69
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,514,705
Value of net assets at end of year (total assets less liabilities)2018-12-31$85,801,956
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$89,316,661
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
Investment advisory and management fees2018-12-31$6,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$56,224,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$61,054,760
Value of interest in pooled separate accounts at end of year2018-12-31$3,612,966
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,193,045
Interest earned on other investments2018-12-31$1,021,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$25,964,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$25,068,856
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$128,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,570,958
Net investment gain/loss from pooled separate accounts2018-12-31$157,350
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$2,191,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,059,597
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 name2018-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-12-31431947695
2017 : BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$15,459,531
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,517,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,514,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,850,800
Value of total assets at end of year2017-12-31$89,316,661
Value of total assets at beginning of year2017-12-31$78,374,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,250
Total interest from all sources2017-12-31$968,411
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$509,894
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$509,894
Administrative expenses professional fees incurred2017-12-31$3,250
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$1,689,290
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$75,111
Other income not declared elsewhere2017-12-31$5,281
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$10,941,724
Value of net assets at end of year (total assets less liabilities)2017-12-31$89,316,661
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$78,374,937
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$61,054,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$50,972,518
Value of interest in pooled separate accounts at end of year2017-12-31$3,193,045
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,994,079
Interest earned on other investments2017-12-31$968,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$25,068,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$24,408,340
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$244,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,991,528
Net investment gain/loss from pooled separate accounts2017-12-31$133,617
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$2,086,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,270,041
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 name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,387,290
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,959,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,959,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,535,498
Value of total assets at end of year2016-12-31$78,374,937
Value of total assets at beginning of year2016-12-31$72,947,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$1,018,474
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$257,256
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$257,256
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$1,574,938
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$262,610
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$5,427,768
Value of net assets at end of year (total assets less liabilities)2016-12-31$78,374,937
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$72,947,169
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$50,972,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$46,504,200
Value of interest in pooled separate accounts at end of year2016-12-31$2,994,079
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,728,520
Interest earned on other investments2016-12-31$1,018,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$24,408,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$23,405,949
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$55,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,431,730
Net investment gain/loss from pooled separate accounts2016-12-31$144,332
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$1,697,950
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$308,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,904,279
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 name2016-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-12-31431947695
2015 : BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,574,791
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,617,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,617,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,485,899
Value of total assets at end of year2015-12-31$72,947,169
Value of total assets at beginning of year2015-12-31$71,989,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$920,149
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$195,693
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$195,693
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$600,000
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$1,559,602
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$49,767
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$957,648
Value of net assets at end of year (total assets less liabilities)2015-12-31$72,947,169
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$71,989,521
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$46,504,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,683,837
Value of interest in pooled separate accounts at end of year2015-12-31$2,728,520
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,616,910
Interest earned on other investments2015-12-31$920,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$23,405,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$22,688,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-239,254
Net investment gain/loss from pooled separate accounts2015-12-31$212,304
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$1,876,530
Employer contributions (assets) at end of year2015-12-31$308,500
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,617,143
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 name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,276,959
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,673,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,673,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,107,316
Value of total assets at end of year2014-12-31$71,989,521
Value of total assets at beginning of year2014-12-31$67,385,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$932,487
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$74,186
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$74,186
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$600,000
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$1,527,769
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$98,347
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$4,603,696
Value of net assets at end of year (total assets less liabilities)2014-12-31$71,989,521
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$67,385,825
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$46,683,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$43,007,078
Value of interest in pooled separate accounts at end of year2014-12-31$2,616,910
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,255,997
Interest earned on other investments2014-12-31$932,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$22,688,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$22,122,750
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$277,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,880,955
Net investment gain/loss from pooled separate accounts2014-12-31$282,015
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$1,481,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,395,739
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 name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 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$14,207,828
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,532,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,532,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,894,687
Value of total assets at end of year2013-12-31$67,385,825
Value of total assets at beginning of year2013-12-31$55,710,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$888,895
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$600,000
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$1,538,821
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,930,401
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$11,675,165
Value of net assets at end of year (total assets less liabilities)2013-12-31$67,385,825
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$55,710,660
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$43,007,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$32,514,692
Value of interest in pooled separate accounts at end of year2013-12-31$2,255,997
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,038,778
Interest earned on other investments2013-12-31$888,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$22,122,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$21,157,190
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$410,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,224,623
Net investment gain/loss from pooled separate accounts2013-12-31$199,623
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$1,425,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,122,528
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 name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 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$8,318,658
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,278,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,278,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,163,789
Value of total assets at end of year2012-12-31$55,710,660
Value of total assets at beginning of year2012-12-31$49,670,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$827,308
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$600,000
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$1,486,961
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$73,935
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$6,040,401
Value of net assets at end of year (total assets less liabilities)2012-12-31$55,710,660
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$49,670,259
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$32,514,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,037,030
Value of interest in pooled separate accounts at end of year2012-12-31$2,038,778
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,745,712
Interest earned on other investments2012-12-31$827,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$21,157,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$20,887,517
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$223,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,146,374
Net investment gain/loss from pooled separate accounts2012-12-31$181,187
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$1,602,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,054,673
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 name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,023,854
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,710,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,710,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,820,121
Value of total assets at end of year2011-12-31$49,670,259
Value of total assets at beginning of year2011-12-31$48,357,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$804,303
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$600,000
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$1,353,660
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$183,605
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$1,313,141
Value of net assets at end of year (total assets less liabilities)2011-12-31$49,670,259
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$48,357,118
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$27,037,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$27,253,017
Value of interest in pooled separate accounts at end of year2011-12-31$1,745,712
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,360,598
Interest earned on other investments2011-12-31$804,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$20,887,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$19,743,503
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$232,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-788,871
Net investment gain/loss from pooled separate accounts2011-12-31$188,301
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$1,282,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,477,764
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 name2011-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2011-12-31431947695
2010 : BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$16,909,196
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$4,153,083
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,661,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,661,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,403,430
Value of total assets at end of year2010-12-31$48,357,118
Value of total assets at beginning of year2010-12-31$28,956,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$542,650
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$600,000
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$160,999
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$2,491,793
Value of net assets at end of year (total assets less liabilities)2010-12-31$48,357,118
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,956,129
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$27,253,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,593,283
Value of interest in pooled separate accounts at end of year2010-12-31$1,360,598
Value of interest in pooled separate accounts at beginning of year2010-12-31$578,746
Interest earned on other investments2010-12-31$542,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$19,743,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$13,775,735
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$95,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,118,017
Net investment gain/loss from pooled separate accounts2010-12-31$88,986
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$1,242,431
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$8,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,565,813
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 name2010-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2010-12-31431947695
2009 : BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150127
Policy instance 1
Insurance contract or identification number150127
Number of Individuals Covered665
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number150127
Policy instance 1
Insurance contract or identification number150127
Number of Individuals Covered672
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
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150127
Policy instance 1
Insurance contract or identification number150127
Number of Individuals Covered685
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150127
Policy instance 1
Insurance contract or identification number150127
Number of Individuals Covered697
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 number150127
Policy instance 1
Insurance contract or identification number150127
Number of Individuals Covered705
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 number150127
Policy instance 1
Insurance contract or identification number150127
Number of Individuals Covered712
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 number150127
Policy instance 1
Insurance contract or identification number150127
Number of Individuals Covered740
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150127
Policy instance 1
Insurance contract or identification number150127
Number of Individuals Covered762
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 number150127
Policy instance 1
Insurance contract or identification number150127
Number of Individuals Covered782
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 number150127
Policy instance 1
Insurance contract or identification number150127
Number of Individuals Covered768
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 number150127
Policy instance 1
Insurance contract or identification number150127
Number of Individuals Covered751
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 number150127
Policy instance 1
Insurance contract or identification number150127
Number of Individuals Covered730
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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