401k Plan data: LAWRENCE ACADEMY RETIREMENT PLAN plan

LAWRENCE ACADEMY RETIREMENT PLAN 401k Plan overview

Plan Name	LAWRENCE ACADEMY RETIREMENT PLAN
Plan identification number	001

LAWRENCE ACADEMY RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE TRUSTEES OF THE LAWRENCE ACADEMY AT GROTON has sponsored the creation of one or more 401k plans.

Company Name: THE TRUSTEES OF THE LAWRENCE ACADEMY AT GROTON

Employer identification number (EIN): 042105775

NAIC Classification: 611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ROBERT KRAMER ROBERT KRAMER 2019-06-21
001 2017-01-01 ROBERT KRAMER ROBERT KRAMER 2018-07-30
001 2017-01-01 2018-07-27
001 2017-01-01 ROBERT KRAMER ROBERT KRAMER 2018-07-30
001 2016-01-01 LINDA DEASY LINDA DEASY 2017-08-30
001 2015-01-01 LINDA DEASY LINDA DEASY 2016-10-13
001 2014-01-01
001 2013-01-01
001 2012-01-01 LINDA DEASY
001 2011-01-01 RISA GERRISH 2015-12-01 RISA GERRISH 2015-12-01
001 2010-01-01 LINDA SHEEHAN 2011-12-07
001 2008-01-01 LINDA DEASY LINDA SHEEHAN 2011-06-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	ROBERT KRAMER		ROBERT KRAMER	2019-06-21
001	2017-01-01	ROBERT KRAMER		ROBERT KRAMER	2018-07-30
001	2017-01-01		2018-07-27
001	2017-01-01	ROBERT KRAMER		ROBERT KRAMER	2018-07-30
001	2016-01-01	LINDA DEASY		LINDA DEASY	2017-08-30
001	2015-01-01	LINDA DEASY		LINDA DEASY	2016-10-13
001	2014-01-01
001	2013-01-01
001	2012-01-01	LINDA DEASY
001	2011-01-01	RISA GERRISH	2015-12-01	RISA GERRISH	2015-12-01
001	2010-01-01	LINDA SHEEHAN	2011-12-07
001	2008-01-01	LINDA DEASY		LINDA SHEEHAN	2011-06-30

Plan Statistics for LAWRENCE ACADEMY RETIREMENT PLAN

401k plan membership statisitcs for LAWRENCE ACADEMY RETIREMENT PLAN

Measure Date Value
2022: LAWRENCE ACADEMY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 153
Number of retired or separated participants receiving benefits 2022-01-01 29
Number of other retired or separated participants entitled to future benefits 2022-01-01 164
Total of all active and inactive participants 2022-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 346
Number of participants with account balances 2022-01-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LAWRENCE ACADEMY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 317
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 123
Number of retired or separated participants receiving benefits 2021-01-01 24
Number of other retired or separated participants entitled to future benefits 2021-01-01 189
Total of all active and inactive participants 2021-01-01 336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 4
Total participants 2021-01-01 340
Number of participants with account balances 2021-01-01 335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LAWRENCE ACADEMY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 125
Number of retired or separated participants receiving benefits 2020-01-01 45
Number of other retired or separated participants entitled to future benefits 2020-01-01 147
Total of all active and inactive participants 2020-01-01 317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 317
Number of participants with account balances 2020-01-01 309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: LAWRENCE ACADEMY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 140
Number of retired or separated participants receiving benefits 2019-01-01 60
Number of other retired or separated participants entitled to future benefits 2019-01-01 146
Total of all active and inactive participants 2019-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 346
Number of participants with account balances 2019-01-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LAWRENCE ACADEMY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 122
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 213
Total of all active and inactive participants 2018-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 335
Number of participants with account balances 2018-01-01 316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LAWRENCE ACADEMY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 163
Number of retired or separated participants receiving benefits 2017-01-01 10
Number of other retired or separated participants entitled to future benefits 2017-01-01 77
Total of all active and inactive participants 2017-01-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 251
Number of participants with account balances 2017-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LAWRENCE ACADEMY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 333
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 155
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 72
Total of all active and inactive participants 2016-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 228
Number of participants with account balances 2016-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LAWRENCE ACADEMY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 295
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 121
Number of retired or separated participants receiving benefits 2015-01-01 8
Number of other retired or separated participants entitled to future benefits 2015-01-01 201
Total of all active and inactive participants 2015-01-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 333
Number of participants with account balances 2015-01-01 318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LAWRENCE ACADEMY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 294
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 102
Number of other retired or separated participants entitled to future benefits 2014-01-01 192
Total of all active and inactive participants 2014-01-01 294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 295
Number of participants with account balances 2014-01-01 301
2013: LAWRENCE ACADEMY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 302
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 103
Number of other retired or separated participants entitled to future benefits 2013-01-01 190
Total of all active and inactive participants 2013-01-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 294
Number of participants with account balances 2013-01-01 292
2012: LAWRENCE ACADEMY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 294
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 181
Number of other retired or separated participants entitled to future benefits 2012-01-01 121
Total of all active and inactive participants 2012-01-01 302
Total participants 2012-01-01 302
Number of participants with account balances 2012-01-01 283
2011: LAWRENCE ACADEMY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 266
Number of other retired or separated participants entitled to future benefits 2011-01-01 28
Total of all active and inactive participants 2011-01-01 294
Total participants 2011-01-01 294
Number of participants with account balances 2011-01-01 279

Measure	Date	Value
2022: LAWRENCE ACADEMY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	153
Number of retired or separated participants receiving benefits	2022-01-01	29
Number of other retired or separated participants entitled to future benefits	2022-01-01	164
Total of all active and inactive participants	2022-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	346
Number of participants with account balances	2022-01-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LAWRENCE ACADEMY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	317
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	123
Number of retired or separated participants receiving benefits	2021-01-01	24
Number of other retired or separated participants entitled to future benefits	2021-01-01	189
Total of all active and inactive participants	2021-01-01	336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	4
Total participants	2021-01-01	340
Number of participants with account balances	2021-01-01	335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LAWRENCE ACADEMY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	125
Number of retired or separated participants receiving benefits	2020-01-01	45
Number of other retired or separated participants entitled to future benefits	2020-01-01	147
Total of all active and inactive participants	2020-01-01	317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	317
Number of participants with account balances	2020-01-01	309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: LAWRENCE ACADEMY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	140
Number of retired or separated participants receiving benefits	2019-01-01	60
Number of other retired or separated participants entitled to future benefits	2019-01-01	146
Total of all active and inactive participants	2019-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	346
Number of participants with account balances	2019-01-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LAWRENCE ACADEMY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	122
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	213
Total of all active and inactive participants	2018-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	335
Number of participants with account balances	2018-01-01	316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LAWRENCE ACADEMY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	163
Number of retired or separated participants receiving benefits	2017-01-01	10
Number of other retired or separated participants entitled to future benefits	2017-01-01	77
Total of all active and inactive participants	2017-01-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	251
Number of participants with account balances	2017-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LAWRENCE ACADEMY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	333
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	155
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	72
Total of all active and inactive participants	2016-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	228
Number of participants with account balances	2016-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LAWRENCE ACADEMY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	295
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	121
Number of retired or separated participants receiving benefits	2015-01-01	8
Number of other retired or separated participants entitled to future benefits	2015-01-01	201
Total of all active and inactive participants	2015-01-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	333
Number of participants with account balances	2015-01-01	318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LAWRENCE ACADEMY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	294
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	102
Number of other retired or separated participants entitled to future benefits	2014-01-01	192
Total of all active and inactive participants	2014-01-01	294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	295
Number of participants with account balances	2014-01-01	301
2013: LAWRENCE ACADEMY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	302
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	103
Number of other retired or separated participants entitled to future benefits	2013-01-01	190
Total of all active and inactive participants	2013-01-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	294
Number of participants with account balances	2013-01-01	292
2012: LAWRENCE ACADEMY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	294
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	181
Number of other retired or separated participants entitled to future benefits	2012-01-01	121
Total of all active and inactive participants	2012-01-01	302
Total participants	2012-01-01	302
Number of participants with account balances	2012-01-01	283
2011: LAWRENCE ACADEMY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	266
Number of other retired or separated participants entitled to future benefits	2011-01-01	28
Total of all active and inactive participants	2011-01-01	294
Total participants	2011-01-01	294
Number of participants with account balances	2011-01-01	279

Financial Data on LAWRENCE ACADEMY RETIREMENT PLAN

Measure	Date	Value
2022 : LAWRENCE ACADEMY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,783,735
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,355,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,349,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,656,500
Value of total assets at end of year	2022-12-31	$29,109,556
Value of total assets at beginning of year	2022-12-31	$34,248,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$5,660
Total interest from all sources	2022-12-31	$269,641
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$160,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$160,190
Administrative expenses professional fees incurred	2022-12-31	$5,660
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$874,758
Participant contributions at end of year	2022-12-31	$50,864
Participant contributions at beginning of year	2022-12-31	$47,517
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$6,306
Total non interest bearing cash at beginning of year	2022-12-31	$2,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,139,337
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$29,109,556
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$34,248,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$20,817,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$25,830,940
Value of interest in pooled separate accounts at end of year	2022-12-31	$462,490
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$542,636
Interest on participant loans	2022-12-31	$1,795
Interest earned on other investments	2022-12-31	$267,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$499,917
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$114,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$114,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$7,272,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$7,710,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,917,180
Net investment gain/loss from pooled separate accounts	2022-12-31	$47,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$780,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,349,942
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : LAWRENCE ACADEMY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,417,166
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,246,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,240,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,417,788
Value of total assets at end of year	2021-12-31	$34,248,893
Value of total assets at beginning of year	2021-12-31	$32,078,191
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$5,818
Total interest from all sources	2021-12-31	$240,000
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,291,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,291,576
Administrative expenses professional fees incurred	2021-12-31	$5,818
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$743,384
Participant contributions at end of year	2021-12-31	$47,517
Participant contributions at beginning of year	2021-12-31	$7,464
Participant contributions at beginning of year	2021-12-31	$3,984
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$849
Total non interest bearing cash at end of year	2021-12-31	$2,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,170,702
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$34,248,893
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$32,078,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$25,830,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$23,199,631
Value of interest in pooled separate accounts at end of year	2021-12-31	$542,636
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$390,857
Interest on participant loans	2021-12-31	$1,050
Interest earned on other investments	2021-12-31	$238,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$114,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$186,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$186,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$7,710,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$8,284,020
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$17,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,398,229
Net investment gain/loss from pooled separate accounts	2021-12-31	$69,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$673,555
Employer contributions (assets) at beginning of year	2021-12-31	$5,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,223,172
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : LAWRENCE ACADEMY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,092,218
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,062,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,049,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,391,607
Value of total assets at end of year	2020-12-31	$32,078,191
Value of total assets at beginning of year	2020-12-31	$29,048,194
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,647
Total interest from all sources	2020-12-31	$283,445
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$190,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$190,481
Administrative expenses professional fees incurred	2020-12-31	$12,647
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$723,696
Participant contributions at end of year	2020-12-31	$7,464
Participant contributions at beginning of year	2020-12-31	$8,139
Participant contributions at end of year	2020-12-31	$3,984
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,029,997
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$32,078,191
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$29,048,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$23,199,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$20,871,574
Value of interest in pooled separate accounts at end of year	2020-12-31	$390,857
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$309,145
Interest on participant loans	2020-12-31	$351
Interest earned on other investments	2020-12-31	$283,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$186,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$303,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$303,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$8,284,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$7,555,903
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$268,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,230,347
Net investment gain/loss from pooled separate accounts	2020-12-31	$-3,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$667,055
Employer contributions (assets) at end of year	2020-12-31	$5,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,780,860
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : LAWRENCE ACADEMY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,661,300
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,162,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,147,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,228,685
Value of total assets at end of year	2019-12-31	$29,048,194
Value of total assets at beginning of year	2019-12-31	$25,549,541
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,669
Total interest from all sources	2019-12-31	$263,319
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$189,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$189,928
Administrative expenses professional fees incurred	2019-12-31	$14,669
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$605,508
Participant contributions at end of year	2019-12-31	$8,139
Participant contributions at beginning of year	2019-12-31	$11,616
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,498,653
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$29,048,194
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$25,549,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$20,871,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,310,897
Value of interest in pooled separate accounts at end of year	2019-12-31	$309,145
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$402,500
Interest on participant loans	2019-12-31	$549
Interest earned on other investments	2019-12-31	$262,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$303,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$278,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$278,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$7,555,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$7,545,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,959,267
Net investment gain/loss from pooled separate accounts	2019-12-31	$20,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$622,322
Employer contributions (assets) at beginning of year	2019-12-31	$406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,147,978
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BLUM SHAPIRO & COMPANY PC
Accountancy firm EIN	2019-12-31	061009205
2018 : LAWRENCE ACADEMY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$126,935
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,775,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,734,221
Expenses. Certain deemed distributions of participant loans	2018-12-31	$36,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,198,913
Value of total assets at end of year	2018-12-31	$25,549,541
Value of total assets at beginning of year	2018-12-31	$28,197,635
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,962
Total interest from all sources	2018-12-31	$307,700
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$164,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$164,665
Administrative expenses professional fees incurred	2018-12-31	$3,962
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$560,263
Participant contributions at end of year	2018-12-31	$11,616
Participant contributions at beginning of year	2018-12-31	$49,532
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,648,094
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$25,549,541
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$28,197,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$17,310,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$19,632,061
Value of interest in pooled separate accounts at end of year	2018-12-31	$402,500
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$369,765
Interest on participant loans	2018-12-31	$1,634
Interest earned on other investments	2018-12-31	$300,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$278,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$276,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$276,295
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$5,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$7,545,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$7,869,982
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$305,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,560,443
Net investment gain/loss from pooled separate accounts	2018-12-31	$16,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$635,993
Employer contributions (assets) at end of year	2018-12-31	$406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,428,270
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BLUM SHAPIRO & COMPANY PC
Accountancy firm EIN	2018-12-31	061009205
2017 : LAWRENCE ACADEMY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,891,456
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,709,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,708,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,165,175
Value of total assets at end of year	2017-12-31	$28,197,635
Value of total assets at beginning of year	2017-12-31	$26,015,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,330
Total interest from all sources	2017-12-31	$299,531
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$128,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$128,816
Administrative expenses professional fees incurred	2017-12-31	$1,330
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$548,155
Participant contributions at end of year	2017-12-31	$49,532
Participant contributions at beginning of year	2017-12-31	$10,133
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,182,092
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$28,197,635
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$26,015,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$19,632,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$17,273,378
Value of interest in pooled separate accounts at end of year	2017-12-31	$369,765
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$374,326
Interest on participant loans	2017-12-31	$1,949
Interest earned on other investments	2017-12-31	$297,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$276,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$291,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$291,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$7,869,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$8,065,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,282,356
Net investment gain/loss from pooled separate accounts	2017-12-31	$15,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$614,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,708,034
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BLUM SHAPIRO & COMPANY PC
Accountancy firm EIN	2017-12-31	061009205
2016 : LAWRENCE ACADEMY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,704,657
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$771,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$770,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,213,930
Value of total assets at end of year	2016-12-31	$26,015,543
Value of total assets at beginning of year	2016-12-31	$24,082,177
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$300
Total interest from all sources	2016-12-31	$318,380
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$122,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$122,398
Administrative expenses professional fees incurred	2016-12-31	$300
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$577,295
Participant contributions at end of year	2016-12-31	$10,133
Participant contributions at beginning of year	2016-12-31	$12,517
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,933,366
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$26,015,543
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$24,082,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$17,273,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$16,043,029
Value of interest in pooled separate accounts at end of year	2016-12-31	$374,326
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$471,626
Interest on participant loans	2016-12-31	$484
Interest earned on other investments	2016-12-31	$317,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$291,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$8,065,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$7,555,005
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$80,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,031,193
Net investment gain/loss from pooled separate accounts	2016-12-31	$18,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$633,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$690,186
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BLUM SHAPIRO & COMPANY PC
Accountancy firm EIN	2016-12-31	061009205
2015 : LAWRENCE ACADEMY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$5,826,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,258,827
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,129,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,129,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,198,103
Value of total assets at end of year	2015-12-31	$24,082,177
Value of total assets at beginning of year	2015-12-31	$18,126,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$245
Total interest from all sources	2015-12-31	$276,364
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$84,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$84,396
Administrative expenses professional fees incurred	2015-12-31	$245
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$339,339
Participant contributions at end of year	2015-12-31	$12,517
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$231,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$128,861
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$24,082,177
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,126,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$16,043,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,728,394
Value of interest in pooled separate accounts at end of year	2015-12-31	$471,626
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$347,023
Interest on participant loans	2015-12-31	$95
Interest earned on other investments	2015-12-31	$276,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$7,555,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$6,051,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-326,897
Net investment gain/loss from pooled separate accounts	2015-12-31	$26,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$627,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,129,721
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BLUM, SHAPIRO & COMPANY PC
Accountancy firm EIN	2015-12-31	061009205
2014 : LAWRENCE ACADEMY RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,622,724
Total of all expenses incurred	2014-12-31	$801,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$801,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$594,690
Value of total assets at end of year	2014-12-31	$18,126,980
Value of total assets at beginning of year	2014-12-31	$17,305,798
Total interest from all sources	2014-12-31	$255,343
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$772,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$772,691
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$3,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$821,182
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,126,980
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$17,305,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$11,728,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$11,304,586
Value of interest in pooled separate accounts at end of year	2014-12-31	$347,023
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$282,433
Interest earned on other investments	2014-12-31	$255,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$6,051,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$5,670,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$591,349
Employer contributions (assets) at beginning of year	2014-12-31	$47,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$801,542
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BLUM, SHAPIRO & COMPANY
Accountancy firm EIN	2014-12-31	061009205
2013 : LAWRENCE ACADEMY RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,995,222
Total of all expenses incurred	2013-12-31	$891,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$891,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$583,810
Value of total assets at end of year	2013-12-31	$17,305,798
Value of total assets at beginning of year	2013-12-31	$15,202,538
Total interest from all sources	2013-12-31	$230,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$17,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,103,260
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$17,305,798
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$15,202,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$11,304,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,572,716
Value of interest in pooled separate accounts at end of year	2013-12-31	$282,433
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$272,646
Interest earned on other investments	2013-12-31	$230,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$5,670,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$5,312,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,154,066
Net investment gain/loss from pooled separate accounts	2013-12-31	$26,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$566,737
Employer contributions (assets) at end of year	2013-12-31	$47,990
Employer contributions (assets) at beginning of year	2013-12-31	$45,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$891,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BLUM, SHAPIRO & COMPANY, P.C.
Accountancy firm EIN	2013-12-31	061009205
2012 : LAWRENCE ACADEMY RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,985,515
Total of all expenses incurred	2012-12-31	$896,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$896,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$506,504
Value of total assets at end of year	2012-12-31	$15,202,538
Value of total assets at beginning of year	2012-12-31	$14,113,968
Total interest from all sources	2012-12-31	$211,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,088,570
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$15,202,538
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$14,113,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,572,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,713,958
Value of interest in pooled separate accounts at end of year	2012-12-31	$272,646
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$263,102
Interest earned on other investments	2012-12-31	$211,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$5,312,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$5,097,335
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$6,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,240,841
Net investment gain/loss from pooled separate accounts	2012-12-31	$26,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$506,504
Employer contributions (assets) at end of year	2012-12-31	$45,151
Employer contributions (assets) at beginning of year	2012-12-31	$39,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$890,005
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BLUM, SHAPIRO & COMPANY
Accountancy firm EIN	2012-12-31	061009205
2011 : LAWRENCE ACADEMY RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$484,186
Total of all expenses incurred	2011-12-31	$429,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$429,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$481,611
Value of total assets at end of year	2011-12-31	$14,113,968
Value of total assets at beginning of year	2011-12-31	$14,059,654
Total interest from all sources	2011-12-31	$202,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$54,314
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$14,113,968
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$14,059,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,713,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,889,662
Value of interest in pooled separate accounts at end of year	2011-12-31	$263,102
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$257,647
Interest earned on other investments	2011-12-31	$202,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$5,097,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$4,872,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-235,270
Net investment gain/loss from pooled separate accounts	2011-12-31	$35,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$481,611
Employer contributions (assets) at end of year	2011-12-31	$39,573
Employer contributions (assets) at beginning of year	2011-12-31	$40,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$429,872
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BLUM, SHAPIRO & COMPANY
Accountancy firm EIN	2011-12-31	061009205

Form 5500 Responses for LAWRENCE ACADEMY RETIREMENT PLAN

2022: LAWRENCE ACADEMY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LAWRENCE ACADEMY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LAWRENCE ACADEMY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LAWRENCE ACADEMY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LAWRENCE ACADEMY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LAWRENCE ACADEMY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LAWRENCE ACADEMY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LAWRENCE ACADEMY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LAWRENCE ACADEMY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LAWRENCE ACADEMY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LAWRENCE ACADEMY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LAWRENCE ACADEMY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2008: LAWRENCE ACADEMY RETIREMENT PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

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

Policy contract number

315505

Policy instance

Insurance contract or identification number	315505
Number of Individuals Covered	219
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-63537

Policy instance

Insurance contract or identification number	GA-63537
Number of Individuals Covered	21
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

315505

Policy instance

Insurance contract or identification number	315505
Number of Individuals Covered	231
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-63537

Policy instance

Insurance contract or identification number	GA-63537
Number of Individuals Covered	22
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

315505

Policy instance

Insurance contract or identification number	315505
Number of Individuals Covered	240
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-63537

Policy instance

Insurance contract or identification number	GA-63537
Number of Individuals Covered	21
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

315505

Policy instance

Insurance contract or identification number	315505
Number of Individuals Covered	253
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-63537

Policy instance

Insurance contract or identification number	GA-63537
Number of Individuals Covered	16
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

315505

Policy instance

Insurance contract or identification number	315505
Number of Individuals Covered	259
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-63537

Policy instance

Insurance contract or identification number	GA-63537
Number of Individuals Covered	16
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

315505

Policy instance

Insurance contract or identification number	315505
Number of Individuals Covered	265
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-63537

Policy instance

Insurance contract or identification number	GA-63537
Number of Individuals Covered	14
Insurance policy start date	2016-01-01
Insurance policy end date	2016-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

315505

Policy instance

Insurance contract or identification number	315505
Number of Individuals Covered	273
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-63537

Policy instance

Insurance contract or identification number	GA-63537
Number of Individuals Covered	125
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

315506

Policy instance

Insurance contract or identification number	315506
Number of Individuals Covered	80
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

315505

Policy instance

Insurance contract or identification number	315505
Number of Individuals Covered	301
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

315505

Policy instance

Insurance contract or identification number	315505
Number of Individuals Covered	292
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

315505

Policy instance

Insurance contract or identification number	315505
Number of Individuals Covered	283
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

315505

Policy instance

Insurance contract or identification number	315505
Number of Individuals Covered	279
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

LAWRENCE ACADEMY RETIREMENT SAVINGS PLAN AND TRUST [EIN = 560905835]

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Company Name:	THE TRUSTEES OF THE LAWRENCE ACADEMY AT GROTON
Employer identification number (EIN):	042105775
NAIC Classification:	611000