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CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 401k Plan overview

Plan NameCHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD
Plan identification number 001

CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 CHILDREN'S STUDY HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CHILDREN'S STUDY HOME, INC.
Employer identification number (EIN):042105939
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01BRENDA TRIERWEILER
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01MARY ERIQUEZZO
0012011-07-01MARY ERIQUEZZO
0012010-07-01MARY ERIQUEZZO
0012009-07-01STEVE MCCAFFERTY
0012009-07-01STEVE MCCAFFERTY
0012009-07-01STEVE MCCAFFERTY
0012009-07-01STEVE MCCAFFERTY

Plan Statistics for CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD

401k plan membership statisitcs for CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD

Measure Date Value
2021: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2021 401k membership
Total participants, beginning-of-year2021-07-01272
Total number of active participants reported on line 7a of the Form 55002021-07-01141
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01114
Total of all active and inactive participants2021-07-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01255
Number of participants with account balances2021-07-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2020 401k membership
Total participants, beginning-of-year2020-07-01279
Total number of active participants reported on line 7a of the Form 55002020-07-01162
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0199
Total of all active and inactive participants2020-07-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01261
Number of participants with account balances2020-07-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2019 401k membership
Total participants, beginning-of-year2019-07-01286
Total number of active participants reported on line 7a of the Form 55002019-07-01177
Number of retired or separated participants receiving benefits2019-07-0112
Number of other retired or separated participants entitled to future benefits2019-07-0186
Total of all active and inactive participants2019-07-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01275
Number of participants with account balances2019-07-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2018 401k membership
Total participants, beginning-of-year2018-07-01286
Total number of active participants reported on line 7a of the Form 55002018-07-01189
Number of retired or separated participants receiving benefits2018-07-0110
Number of other retired or separated participants entitled to future benefits2018-07-0182
Total of all active and inactive participants2018-07-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01281
Number of participants with account balances2018-07-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2017 401k membership
Total participants, beginning-of-year2017-07-01278
Total number of active participants reported on line 7a of the Form 55002017-07-01195
Number of retired or separated participants receiving benefits2017-07-0111
Number of other retired or separated participants entitled to future benefits2017-07-0182
Total of all active and inactive participants2017-07-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01288
Number of participants with account balances2017-07-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2016 401k membership
Total participants, beginning-of-year2016-07-01129
Total number of active participants reported on line 7a of the Form 55002016-07-01183
Number of retired or separated participants receiving benefits2016-07-015
Number of other retired or separated participants entitled to future benefits2016-07-0183
Total of all active and inactive participants2016-07-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01271
Number of participants with account balances2016-07-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2015 401k membership
Total participants, beginning-of-year2015-07-01123
Total number of active participants reported on line 7a of the Form 55002015-07-0169
Number of other retired or separated participants entitled to future benefits2015-07-0159
Total of all active and inactive participants2015-07-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01129
Number of participants with account balances2015-07-01128
2014: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2014 401k membership
Total participants, beginning-of-year2014-07-01130
Total number of active participants reported on line 7a of the Form 55002014-07-0165
Number of other retired or separated participants entitled to future benefits2014-07-0158
Total of all active and inactive participants2014-07-01123
Total participants2014-07-01123
Number of participants with account balances2014-07-01123
2013: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2013 401k membership
Total participants, beginning-of-year2013-07-01178
Total number of active participants reported on line 7a of the Form 55002013-07-01112
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0161
Total of all active and inactive participants2013-07-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01173
Number of participants with account balances2013-07-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2012 401k membership
Total participants, beginning-of-year2012-07-01179
Total number of active participants reported on line 7a of the Form 55002012-07-01113
Number of other retired or separated participants entitled to future benefits2012-07-0165
Total of all active and inactive participants2012-07-01178
Total participants2012-07-01178
Number of participants with account balances2012-07-01135
2011: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2011 401k membership
Total participants, beginning-of-year2011-07-01167
Total number of active participants reported on line 7a of the Form 55002011-07-01110
Number of other retired or separated participants entitled to future benefits2011-07-0169
Total of all active and inactive participants2011-07-01179
Total participants2011-07-01179
Number of participants with account balances2011-07-01136
2010: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2010 401k membership
Total participants, beginning-of-year2010-07-01194
Total number of active participants reported on line 7a of the Form 55002010-07-0172
Number of retired or separated participants receiving benefits2010-07-011
Number of other retired or separated participants entitled to future benefits2010-07-0164
Total of all active and inactive participants2010-07-01137
Total participants2010-07-01137
Number of participants with account balances2010-07-01122
2009: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2009 401k membership
Total participants, beginning-of-year2009-07-01194
Total number of active participants reported on line 7a of the Form 55002009-07-01173
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0121
Total of all active and inactive participants2009-07-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01195
Number of participants with account balances2009-07-01149

Financial Data on CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD

Measure Date Value
2022 : CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-14
Total unrealized appreciation/depreciation of assets2022-06-30$-14
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-239,737
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$274,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$261,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$188,524
Value of total assets at end of year2022-06-30$3,286,589
Value of total assets at beginning of year2022-06-30$3,800,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$12,590
Total interest from all sources2022-06-30$19,981
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$77,186
Participant contributions at end of year2022-06-30$12
Participant contributions at beginning of year2022-06-30$225
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$1,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-514,140
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,286,589
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,800,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$9,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,455,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$3,010,473
Value of interest in pooled separate accounts at end of year2022-06-30$196,302
Value of interest in pooled separate accounts at beginning of year2022-06-30$165,712
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$19,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$627,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$624,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-485,355
Net investment gain/loss from pooled separate accounts2022-06-30$37,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$110,011
Employer contributions (assets) at end of year2022-06-30$7,545
Employer contributions (assets) at beginning of year2022-06-30$177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$261,813
Contract administrator fees2022-06-30$2,900
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MP P.C.
Accountancy firm EIN2022-06-30043191789
2021 : CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,063,609
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$489,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$477,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$214,185
Value of total assets at end of year2021-06-30$3,800,729
Value of total assets at beginning of year2021-06-30$3,226,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$12,014
Total interest from all sources2021-06-30$20,091
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$82,718
Participant contributions at end of year2021-06-30$225
Participant contributions at beginning of year2021-06-30$7
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$2,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$573,971
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,800,729
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,226,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,010,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,581,648
Value of interest in pooled separate accounts at end of year2021-06-30$165,712
Value of interest in pooled separate accounts at beginning of year2021-06-30$60,372
Interest earned on other investments2021-06-30$20,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$624,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$584,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$829,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$128,695
Employer contributions (assets) at end of year2021-06-30$177
Employer contributions (assets) at beginning of year2021-06-30$177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$477,624
Contract administrator fees2021-06-30$12,014
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30MO GROUP, PC
Accountancy firm EIN2021-06-30043191789
2020 : CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$367,747
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$485,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$472,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$252,604
Value of total assets at end of year2020-06-30$3,226,758
Value of total assets at beginning of year2020-06-30$3,344,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$12,550
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$12,550
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$114,798
Participant contributions at end of year2020-06-30$7
Participant contributions at beginning of year2020-06-30$5,179
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$3,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-117,615
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,226,758
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,344,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,581,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,456,900
Value of interest in pooled separate accounts at end of year2020-06-30$60,372
Value of interest in pooled separate accounts at beginning of year2020-06-30$174,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$584,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$703,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-5,932
Net investment gain/loss from pooled separate accounts2020-06-30$121,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$133,809
Employer contributions (assets) at end of year2020-06-30$177
Employer contributions (assets) at beginning of year2020-06-30$4,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$472,812
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MO GROUP, PC
Accountancy firm EIN2020-06-30043191789
2019 : CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$479,330
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$140,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$129,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$294,308
Value of total assets at end of year2019-06-30$3,344,373
Value of total assets at beginning of year2019-06-30$3,005,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$10,833
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$10,833
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$146,637
Participant contributions at end of year2019-06-30$5,179
Participant contributions at beginning of year2019-06-30$5,475
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$4,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$338,669
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,344,373
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,005,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,456,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,236,582
Value of interest in pooled separate accounts at end of year2019-06-30$174,239
Value of interest in pooled separate accounts at beginning of year2019-06-30$165,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$703,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$581,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$105,128
Net investment gain/loss from pooled separate accounts2019-06-30$79,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$143,666
Employer contributions (assets) at end of year2019-06-30$4,947
Employer contributions (assets) at beginning of year2019-06-30$16,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$129,828
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MO GROUP, PC
Accountancy firm EIN2019-06-30043191789
2018 : CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$513,357
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$196,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$184,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$257,206
Value of total assets at end of year2018-06-30$3,005,704
Value of total assets at beginning of year2018-06-30$2,689,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$12,190
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$12,190
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$115,881
Participant contributions at end of year2018-06-30$5,475
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$10,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$316,563
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,005,704
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,689,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,236,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,976,567
Value of interest in pooled separate accounts at end of year2018-06-30$165,314
Value of interest in pooled separate accounts at beginning of year2018-06-30$158,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$581,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$554,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$189,655
Net investment gain/loss from pooled separate accounts2018-06-30$66,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$130,589
Employer contributions (assets) at end of year2018-06-30$16,522
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$184,604
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30THE MO GROUP, P.C.
Accountancy firm EIN2018-06-30043191789
2017 : CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$628,887
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$181,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$172,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$354,319
Value of total assets at end of year2017-06-30$2,689,141
Value of total assets at beginning of year2017-06-30$2,241,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$9,205
Total interest from all sources2017-06-30$22,852
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$9,205
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$129,840
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$135,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$447,356
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,689,141
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,241,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,976,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,467,100
Value of interest in pooled separate accounts at end of year2017-06-30$158,286
Value of interest in pooled separate accounts at beginning of year2017-06-30$168,365
Interest earned on other investments2017-06-30$22,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$554,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$597,335
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$25,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$245,609
Net investment gain/loss from pooled separate accounts2017-06-30$6,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$88,489
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$8,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$146,879
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30THE MP GROUP, P.C.
Accountancy firm EIN2017-06-30043191789
2016 : CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$82,117
Total of all expenses incurred2016-06-30$88,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$88,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$73,266
Value of total assets at end of year2016-06-30$2,241,785
Value of total assets at beginning of year2016-06-30$2,248,323
Total interest from all sources2016-06-30$24,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-6,538
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,241,785
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,248,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,467,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,506,572
Value of interest in pooled separate accounts at end of year2016-06-30$168,365
Value of interest in pooled separate accounts at beginning of year2016-06-30$161,453
Interest earned on other investments2016-06-30$24,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$597,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$580,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-26,670
Net investment gain/loss from pooled separate accounts2016-06-30$11,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$73,266
Employer contributions (assets) at end of year2016-06-30$8,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$88,655
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2016-06-30043191789
2015 : CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$182,828
Total of all expenses incurred2015-06-30$299,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$298,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$68,568
Value of total assets at end of year2015-06-30$2,248,323
Value of total assets at beginning of year2015-06-30$2,364,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$133
Total interest from all sources2015-06-30$24,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$68,568
Amount contributed by the employer to the plan for this plan year2015-06-30$68,568
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-116,234
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,248,323
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,364,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,506,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,615,331
Value of interest in pooled separate accounts at end of year2015-06-30$161,453
Value of interest in pooled separate accounts at beginning of year2015-06-30$151,744
Interest earned on other investments2015-06-30$24,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$580,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$597,482
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$153,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$74,227
Net investment gain/loss from pooled separate accounts2015-06-30$15,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$68,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$145,346
Contract administrator fees2015-06-30$133
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2015-06-30043191789
2014 : CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$436,749
Total of all expenses incurred2014-06-30$526,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$526,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$85,235
Value of total assets at end of year2014-06-30$2,364,557
Value of total assets at beginning of year2014-06-30$2,454,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$131
Total interest from all sources2014-06-30$24,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-90,134
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,364,557
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,454,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,615,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,729,383
Value of interest in pooled separate accounts at end of year2014-06-30$151,744
Value of interest in pooled separate accounts at beginning of year2014-06-30$136,941
Interest earned on other investments2014-06-30$24,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$597,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$580,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$312,196
Net investment gain/loss from pooled separate accounts2014-06-30$14,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$85,235
Employer contributions (assets) at beginning of year2014-06-30$8,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$526,752
Contract administrator fees2014-06-30$131
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2014-06-30043191789
2013 : CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$24,405
Total unrealized appreciation/depreciation of assets2013-06-30$24,405
Total income from all sources (including contributions)2013-06-30$367,401
Total of all expenses incurred2013-06-30$185,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$185,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$109,837
Value of total assets at end of year2013-06-30$2,454,691
Value of total assets at beginning of year2013-06-30$2,272,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-06-300
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$181,703
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,454,691
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,272,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,729,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,515,427
Value of interest in pooled separate accounts at end of year2013-06-30$136,941
Value of interest in pooled separate accounts at beginning of year2013-06-30$126,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$580,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$622,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$222,268
Net investment gain/loss from pooled separate accounts2013-06-30$10,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$109,837
Employer contributions (assets) at end of year2013-06-30$8,119
Employer contributions (assets) at beginning of year2013-06-30$8,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$185,300
Contract administrator fees2013-06-30$398
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30LESTER HALPERN & COMPANY, P.C.
Accountancy firm EIN2013-06-30042653334
2012 : CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$188,946
Total of all expenses incurred2012-06-30$77,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$77,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$140,763
Value of total assets at end of year2012-06-30$2,272,988
Value of total assets at beginning of year2012-06-30$2,161,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$317
Total interest from all sources2012-06-30$25,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Minimum employer required contribution for this plan year2012-06-30$0
Amount contributed by the employer to the plan for this plan year2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$111,437
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,272,988
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,161,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,515,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,437,565
Value of interest in pooled separate accounts at end of year2012-06-30$126,176
Value of interest in pooled separate accounts at beginning of year2012-06-30$116,826
Interest earned on other investments2012-06-30$25,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$622,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$598,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$9,849
Net investment gain/loss from pooled separate accounts2012-06-30$12,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$140,763
Employer contributions (assets) at end of year2012-06-30$8,653
Employer contributions (assets) at beginning of year2012-06-30$8,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$77,192
Contract administrator fees2012-06-30$317
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30LESTER HALPERN & COMPANY, P.C.
Accountancy firm EIN2012-06-30042653334
2011 : CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$441,514
Total of all expenses incurred2011-06-30$110,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$110,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$107,951
Value of total assets at end of year2011-06-30$2,161,551
Value of total assets at beginning of year2011-06-30$1,830,924
Total interest from all sources2011-06-30$22,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$330,627
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,161,551
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,830,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,437,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,157,635
Value of interest in pooled separate accounts at end of year2011-06-30$116,826
Value of interest in pooled separate accounts at beginning of year2011-06-30$97,719
Interest earned on other investments2011-06-30$22,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$598,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$566,920
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$6,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$291,877
Net investment gain/loss from pooled separate accounts2011-06-30$18,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$107,951
Employer contributions (assets) at end of year2011-06-30$8,401
Employer contributions (assets) at beginning of year2011-06-30$8,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$104,609
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30LESTER HALPERN & COMPANY, P.C.
Accountancy firm EIN2011-06-30042653334
2010 : CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD

2021: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: CHILDREN'S STUDY HOME PENSION PLAN FOR EMPLOYEES OF SPRINGFIELD 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346888
Policy instance 2
Insurance contract or identification number346888
Number of Individuals Covered76
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62173 - 1
Policy instance 1
Insurance contract or identification numberMR 62173 - 1
Number of Individuals Covered176
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $607
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $607
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346888
Policy instance 2
Insurance contract or identification number346888
Number of Individuals Covered77
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62173 - 1
Policy instance 1
Insurance contract or identification numberMR 62173 - 1
Number of Individuals Covered172
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $601
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $601
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346888
Policy instance 2
Insurance contract or identification number346888
Number of Individuals Covered80
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62173 - 1
Policy instance 1
Insurance contract or identification numberMR 62173 - 1
Number of Individuals Covered98
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $606
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $606
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346888
Policy instance 2
Insurance contract or identification number346888
Number of Individuals Covered83
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62173 - 1
Policy instance 1
Insurance contract or identification numberMR 62173 - 1
Number of Individuals Covered116
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $643
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $643
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346888
Policy instance 2
Insurance contract or identification number346888
Number of Individuals Covered87
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62173 - 1
Policy instance 1
Insurance contract or identification numberMR 62173 - 1
Number of Individuals Covered86
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $511
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346888
Policy instance 1
Insurance contract or identification number346888
Number of Individuals Covered128
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number346888
Policy instance 1
Insurance contract or identification number346888
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346888
Policy instance 1
Insurance contract or identification number346888
Number of Individuals Covered130
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346888
Policy instance 1
Insurance contract or identification number346888
Number of Individuals Covered135
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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 number346888
Policy instance 1
Insurance contract or identification number346888
Number of Individuals Covered136
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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 number346888
Policy instance 1
Insurance contract or identification number346888
Number of Individuals Covered122
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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

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