401k Plan data: BRIDGEWELL 403(B) PLAN plan

BRIDGEWELL 403(B) PLAN 401k Plan overview

Plan Name	BRIDGEWELL 403(B) PLAN
Plan identification number	002

BRIDGEWELL 403(B) 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BRIDGEWELL, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: BRIDGEWELL, INCORPORATED

Employer identification number (EIN): 042296940

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about BRIDGEWELL, INCORPORATED

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2013-09-01

Company Identification Number: 20131494684

Legal Registered Office Address: 6073 W. 44th Ave. #204

Wheat Ridge
United States of America (USA)
80033

More information about BRIDGEWELL, INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIDGEWELL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01 KENNETH HALKIN 2023-04-17
002 2020-07-01 CHRIS TUTTLE 2022-04-15
002 2019-07-01 CHRIS TUTTLE 2021-04-12
002 2018-07-01 CHRIS TUTTLE 2020-04-24
002 2017-07-01 JIM LOW 2019-04-08
002 2016-07-01
002 2015-07-01
002 2014-07-01
002 2013-07-01 INGE PETERS
002 2012-07-01 INGE PETERS
002 2011-07-01 INGE PETERS
002 2010-01-01 INGE PETERS
002 2009-01-01 INGE PETERS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-07-01	KENNETH HALKIN	2023-04-17
002	2020-07-01	CHRIS TUTTLE	2022-04-15
002	2019-07-01	CHRIS TUTTLE	2021-04-12
002	2018-07-01	CHRIS TUTTLE	2020-04-24
002	2017-07-01	JIM LOW	2019-04-08
002	2016-07-01
002	2015-07-01
002	2014-07-01
002	2013-07-01	INGE PETERS
002	2012-07-01	INGE PETERS
002	2011-07-01	INGE PETERS
002	2010-01-01	INGE PETERS
002	2009-01-01	INGE PETERS

Plan Statistics for BRIDGEWELL 403(B) PLAN

401k plan membership statisitcs for BRIDGEWELL 403(B) PLAN

Measure Date Value
2021: BRIDGEWELL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 1,155
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 1,006
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 100
Total of all active and inactive participants 2021-07-01 1,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 1,106
Number of participants with account balances 2021-07-01 444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 16
2020: BRIDGEWELL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 1,157
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 1,065
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 90
Total of all active and inactive participants 2020-07-01 1,155
Total participants 2020-07-01 1,155
Number of participants with account balances 2020-07-01 423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 4
2019: BRIDGEWELL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,281
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 1,086
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 71
Total of all active and inactive participants 2019-07-01 1,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 1,157
Number of participants with account balances 2019-07-01 390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 1
2018: BRIDGEWELL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1,459
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 1,179
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 102
Total of all active and inactive participants 2018-07-01 1,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 1,281
Number of participants with account balances 2018-07-01 415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 4
2017: BRIDGEWELL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1,463
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 1,304
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 155
Total of all active and inactive participants 2017-07-01 1,459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 1,459
Number of participants with account balances 2017-07-01 469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 14
2016: BRIDGEWELL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 1,450
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 1,335
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 128
Total of all active and inactive participants 2016-07-01 1,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 1,463
Number of participants with account balances 2016-07-01 426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 8
2015: BRIDGEWELL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1,422
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 1,342
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 108
Total of all active and inactive participants 2015-07-01 1,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 1,450
Number of participants with account balances 2015-07-01 410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 5
2014: BRIDGEWELL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1,389
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 1,322
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 100
Total of all active and inactive participants 2014-07-01 1,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 1,422
Number of participants with account balances 2014-07-01 392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 16
2013: BRIDGEWELL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 1,254
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 1,301
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 85
Total of all active and inactive participants 2013-07-01 1,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 1,386
Number of participants with account balances 2013-07-01 337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: BRIDGEWELL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 1,109
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 1,173
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 81
Total of all active and inactive participants 2012-07-01 1,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 1,254
Number of participants with account balances 2012-07-01 313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 1
2011: BRIDGEWELL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 1,159
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 1,035
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 73
Total of all active and inactive participants 2011-07-01 1,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 1,108
Number of participants with account balances 2011-07-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: BRIDGEWELL 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 961
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,015
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 1,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1,019
Number of participants with account balances 2010-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BRIDGEWELL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,114
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 960
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 960
Number of participants with account balances 2009-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: BRIDGEWELL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	1,155
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	1,006
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	100
Total of all active and inactive participants	2021-07-01	1,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	1,106
Number of participants with account balances	2021-07-01	444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	16
2020: BRIDGEWELL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	1,157
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	1,065
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	90
Total of all active and inactive participants	2020-07-01	1,155
Total participants	2020-07-01	1,155
Number of participants with account balances	2020-07-01	423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	4
2019: BRIDGEWELL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,281
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	1,086
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	71
Total of all active and inactive participants	2019-07-01	1,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	1,157
Number of participants with account balances	2019-07-01	390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	1
2018: BRIDGEWELL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1,459
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	1,179
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	102
Total of all active and inactive participants	2018-07-01	1,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	1,281
Number of participants with account balances	2018-07-01	415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	4
2017: BRIDGEWELL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1,463
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	1,304
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	155
Total of all active and inactive participants	2017-07-01	1,459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	1,459
Number of participants with account balances	2017-07-01	469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	14
2016: BRIDGEWELL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	1,450
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	1,335
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	128
Total of all active and inactive participants	2016-07-01	1,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	1,463
Number of participants with account balances	2016-07-01	426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	8
2015: BRIDGEWELL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1,422
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	1,342
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	108
Total of all active and inactive participants	2015-07-01	1,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	1,450
Number of participants with account balances	2015-07-01	410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	5
2014: BRIDGEWELL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1,389
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	1,322
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	100
Total of all active and inactive participants	2014-07-01	1,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	1,422
Number of participants with account balances	2014-07-01	392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	16
2013: BRIDGEWELL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	1,254
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	1,301
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	85
Total of all active and inactive participants	2013-07-01	1,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	1,386
Number of participants with account balances	2013-07-01	337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: BRIDGEWELL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	1,109
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	1,173
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	81
Total of all active and inactive participants	2012-07-01	1,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	1,254
Number of participants with account balances	2012-07-01	313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	1
2011: BRIDGEWELL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	1,159
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	1,035
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	73
Total of all active and inactive participants	2011-07-01	1,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	1,108
Number of participants with account balances	2011-07-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: BRIDGEWELL 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	961
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,015
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	1,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1,019
Number of participants with account balances	2010-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BRIDGEWELL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,114
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	960
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	960
Number of participants with account balances	2009-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BRIDGEWELL 403(B) PLAN

Measure	Date	Value
2022 : BRIDGEWELL 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
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	$-16,010
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$698,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$604,604
Expenses. Certain deemed distributions of participant loans	2022-06-30	$9,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,580,273
Value of total assets at end of year	2022-06-30	$10,177,623
Value of total assets at beginning of year	2022-06-30	$10,892,519
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$84,525
Total interest from all sources	2022-06-30	$15,288
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$669,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$669,581
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$1,231,724
Participant contributions at end of year	2022-06-30	$263,749
Participant contributions at beginning of year	2022-06-30	$219,959
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$40,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-714,896
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$10,177,623
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$10,892,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in pooled separate accounts at end of year	2022-06-30	$8,921,465
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$10,121,597
Interest on participant loans	2022-06-30	$8,999
Interest earned on other investments	2022-06-30	$6,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$684,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$413,458
Net investment gain/loss from pooled separate accounts	2022-06-30	$-2,281,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$307,795
Employer contributions (assets) at end of year	2022-06-30	$307,795
Employer contributions (assets) at beginning of year	2022-06-30	$137,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$604,604
Contract administrator fees	2022-06-30	$84,525
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	AAFCPAS, INC.
Accountancy firm EIN	2022-06-30	042571780
2021 : BRIDGEWELL 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$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	$3,545,711
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,433,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,401,548
Expenses. Certain deemed distributions of participant loans	2021-06-30	$5,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,176,628
Value of total assets at end of year	2021-06-30	$10,892,519
Value of total assets at beginning of year	2021-06-30	$8,780,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$26,365
Total interest from all sources	2021-06-30	$11,923
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$357,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$357,747
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$800,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$1,039,123
Participant contributions at end of year	2021-06-30	$219,959
Participant contributions at beginning of year	2021-06-30	$176,147
Administrative expenses (other) incurred	2021-06-30	$26,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,112,110
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$10,892,519
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$8,780,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in pooled separate accounts at end of year	2021-06-30	$10,121,597
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$7,926,725
Interest on participant loans	2021-06-30	$7,375
Interest earned on other investments	2021-06-30	$4,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$413,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$573,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,999,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$137,505
Employer contributions (assets) at end of year	2021-06-30	$137,505
Employer contributions (assets) at beginning of year	2021-06-30	$104,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,401,548
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	AAFCPAS, INC.
Accountancy firm EIN	2021-06-30	042571780
2020 : BRIDGEWELL 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$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	$1,494,478
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$1,585,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,525,061
Expenses. Certain deemed distributions of participant loans	2020-06-30	$42,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,152,347
Value of total assets at end of year	2020-06-30	$8,780,409
Value of total assets at beginning of year	2020-06-30	$8,871,922
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$18,476
Total interest from all sources	2020-06-30	$13,716
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$408,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$408,599
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$800,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$1,035,400
Participant contributions at end of year	2020-06-30	$176,147
Participant contributions at beginning of year	2020-06-30	$206,920
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$12,598
Other income not declared elsewhere	2020-06-30	$22
Administrative expenses (other) incurred	2020-06-30	$18,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$-91,513
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$8,780,409
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$8,871,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in pooled separate accounts at end of year	2020-06-30	$7,926,725
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$8,075,627
Interest on participant loans	2020-06-30	$8,131
Interest earned on other investments	2020-06-30	$5,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$573,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$524,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-80,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$104,349
Employer contributions (assets) at end of year	2020-06-30	$104,349
Employer contributions (assets) at beginning of year	2020-06-30	$64,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,525,061
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	AAFCPAS, INC.
Accountancy firm EIN	2020-06-30	042571780
2019 : BRIDGEWELL 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$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	$1,495,391
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$712,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$694,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,107,586
Value of total assets at end of year	2019-06-30	$8,871,922
Value of total assets at beginning of year	2019-06-30	$8,089,084
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$18,430
Total interest from all sources	2019-06-30	$13,075
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$425,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$425,128
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$800,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$967,895
Participant contributions at end of year	2019-06-30	$206,920
Participant contributions at beginning of year	2019-06-30	$180,830
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$76,377
Other income not declared elsewhere	2019-06-30	$4,316
Administrative expenses (other) incurred	2019-06-30	$18,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$782,838
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$8,871,922
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$8,089,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in pooled separate accounts at end of year	2019-06-30	$8,075,627
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$7,339,845
Interest on participant loans	2019-06-30	$6,839
Interest earned on other investments	2019-06-30	$6,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$524,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$443,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$-54,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$63,314
Employer contributions (assets) at end of year	2019-06-30	$64,551
Employer contributions (assets) at beginning of year	2019-06-30	$124,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$694,123
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN	2019-06-30	042571780
2018 : BRIDGEWELL 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$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	$1,625,142
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$314,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$290,893
Expenses. Certain deemed distributions of participant loans	2018-06-30	$742
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,042,761
Value of total assets at end of year	2018-06-30	$8,089,084
Value of total assets at beginning of year	2018-06-30	$6,778,494
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$22,917
Total interest from all sources	2018-06-30	$11,117
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$238,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$238,472
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$800,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$904,843
Participant contributions at end of year	2018-06-30	$180,830
Participant contributions at beginning of year	2018-06-30	$111,318
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$12,941
Administrative expenses (other) incurred	2018-06-30	$22,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,310,590
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$8,089,084
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$6,778,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in pooled separate accounts at end of year	2018-06-30	$7,339,845
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$6,147,563
Interest on participant loans	2018-06-30	$6,582
Interest earned on other investments	2018-06-30	$4,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$443,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$341,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$332,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$124,977
Employer contributions (assets) at end of year	2018-06-30	$124,977
Employer contributions (assets) at beginning of year	2018-06-30	$178,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$290,893
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN	2018-06-30	042571780
2017 : BRIDGEWELL 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$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	$1,830,199
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$904,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$883,627
Expenses. Certain deemed distributions of participant loans	2017-06-30	$6,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,109,584
Value of total assets at end of year	2017-06-30	$6,778,494
Value of total assets at beginning of year	2017-06-30	$5,853,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$14,940
Total interest from all sources	2017-06-30	$8,618
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 year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$800,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$854,418
Participant contributions at end of year	2017-06-30	$111,318
Participant contributions at beginning of year	2017-06-30	$101,919
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$72,492
Administrative expenses (other) incurred	2017-06-30	$14,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$925,394
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$6,778,494
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$5,853,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in pooled separate accounts at end of year	2017-06-30	$6,147,563
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$5,262,208
Interest on participant loans	2017-06-30	$4,515
Interest earned on other investments	2017-06-30	$4,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$341,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$267,221
Net investment gain/loss from pooled separate accounts	2017-06-30	$711,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$182,674
Employer contributions (assets) at end of year	2017-06-30	$178,428
Employer contributions (assets) at beginning of year	2017-06-30	$221,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$883,627
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN	2017-06-30	042571780
2016 : BRIDGEWELL 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$1,095,755
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$321,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$297,792
Expenses. Certain deemed distributions of participant loans	2016-06-30	$11,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,042,899
Value of total assets at end of year	2016-06-30	$5,853,100
Value of total assets at beginning of year	2016-06-30	$5,079,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$12,283
Total interest from all sources	2016-06-30	$8,198
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$302,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$302,531
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$800,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$815,460
Participant contributions at end of year	2016-06-30	$101,919
Participant contributions at beginning of year	2016-06-30	$106,377
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$5,521
Administrative expenses (other) incurred	2016-06-30	$12,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$773,947
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$5,853,100
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$5,079,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in pooled separate accounts at end of year	2016-06-30	$5,262,208
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$4,561,838
Interest on participant loans	2016-06-30	$4,530
Interest earned on other investments	2016-06-30	$3,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$267,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$229,359
Net investment gain/loss from pooled separate accounts	2016-06-30	$-257,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$221,918
Employer contributions (assets) at end of year	2016-06-30	$221,752
Employer contributions (assets) at beginning of year	2016-06-30	$181,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$297,792
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN	2016-06-30	042571780
2015 : BRIDGEWELL 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$1,161,832
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$314,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$304,500
Expenses. Certain deemed distributions of participant loans	2015-06-30	$5,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,051,244
Value of total assets at end of year	2015-06-30	$5,079,153
Value of total assets at beginning of year	2015-06-30	$4,232,193
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$4,931
Total interest from all sources	2015-06-30	$7,264
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$188,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$188,919
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$800,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$712,437
Participant contributions at end of year	2015-06-30	$106,377
Participant contributions at beginning of year	2015-06-30	$102,098
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$157,228
Administrative expenses (other) incurred	2015-06-30	$4,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$846,960
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$5,079,153
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,232,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in pooled separate accounts at end of year	2015-06-30	$4,561,838
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$3,808,091
Interest on participant loans	2015-06-30	$4,234
Interest earned on other investments	2015-06-30	$3,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$229,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$174,407
Net investment gain/loss from pooled separate accounts	2015-06-30	$-85,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$181,579
Employer contributions (assets) at end of year	2015-06-30	$181,579
Employer contributions (assets) at beginning of year	2015-06-30	$147,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$304,500
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN	2015-06-30	042571780
2014 : BRIDGEWELL 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,442,768
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$413,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$407,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$962,659
Value of total assets at end of year	2014-06-30	$4,232,193
Value of total assets at beginning of year	2014-06-30	$3,203,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$5,722
Total interest from all sources	2014-06-30	$5,767
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$800,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$561,817
Participant contributions at end of year	2014-06-30	$102,098
Participant contributions at beginning of year	2014-06-30	$64,606
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$253,245
Administrative expenses (other) incurred	2014-06-30	$5,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,029,105
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,232,193
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,203,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in pooled separate accounts at end of year	2014-06-30	$3,808,091
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$2,923,225
Interest on participant loans	2014-06-30	$2,851
Interest earned on other investments	2014-06-30	$2,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$174,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$149,769
Net investment gain/loss from pooled separate accounts	2014-06-30	$474,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$147,597
Employer contributions (assets) at end of year	2014-06-30	$147,597
Employer contributions (assets) at beginning of year	2014-06-30	$65,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$407,941
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	KEVIN P MARTIN & ASSOCIATES PC
Accountancy firm EIN	2014-06-30	043097400
2013 : BRIDGEWELL 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$840,275
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$184,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$177,752
Expenses. Certain deemed distributions of participant loans	2013-06-30	$1,799
Value of total corrective distributions	2013-06-30	$3,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$563,697
Value of total assets at end of year	2013-06-30	$3,203,088
Value of total assets at beginning of year	2013-06-30	$2,546,938
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$1,124
Total interest from all sources	2013-06-30	$4,783
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$800,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$488,923
Participant contributions at end of year	2013-06-30	$64,606
Participant contributions at beginning of year	2013-06-30	$29,264
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$9,286
Administrative expenses (other) incurred	2013-06-30	$1,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$656,150
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,203,088
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,546,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in pooled separate accounts at end of year	2013-06-30	$2,923,225
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$2,258,557
Interest on participant loans	2013-06-30	$1,770
Interest earned on other investments	2013-06-30	$3,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$149,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$142,486
Net investment gain/loss from pooled separate accounts	2013-06-30	$271,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$65,488
Employer contributions (assets) at end of year	2013-06-30	$65,488
Employer contributions (assets) at beginning of year	2013-06-30	$116,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$177,752
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	KEVIN P MARTIN & ASSOCIATES PC
Accountancy firm EIN	2013-06-30	043097400
2012 : BRIDGEWELL 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$609,666
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$106,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$83,560
Value of total corrective distributions	2012-06-30	$17,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$566,392
Value of total assets at end of year	2012-06-30	$2,546,938
Value of total assets at beginning of year	2012-06-30	$2,044,193
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$5,681
Total interest from all sources	2012-06-30	$4,421
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$800,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$441,853
Participant contributions at end of year	2012-06-30	$29,264
Participant contributions at beginning of year	2012-06-30	$17,300
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$7,908
Other income not declared elsewhere	2012-06-30	$15,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$502,745
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$2,546,938
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$2,044,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in pooled separate accounts at end of year	2012-06-30	$2,258,557
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$1,798,770
Interest on participant loans	2012-06-30	$873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$3,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$142,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$121,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$23,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$116,631
Employer contributions (assets) at end of year	2012-06-30	$116,631
Employer contributions (assets) at beginning of year	2012-06-30	$106,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$83,560
Contract administrator fees	2012-06-30	$5,681
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	KEVIN P MARTIN & ASSOCIATES PC
Accountancy firm EIN	2012-06-30	043097400
2011 : BRIDGEWELL 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$772,939
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$60,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$56,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$508,124
Value of total assets at end of year	2011-06-30	$2,044,193
Value of total assets at beginning of year	2011-06-30	$1,331,834
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$4,180
Total interest from all sources	2011-06-30	$3,840
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$800,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$389,889
Participant contributions at end of year	2011-06-30	$17,300
Participant contributions at beginning of year	2011-06-30	$1,340
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$11,680
Administrative expenses (other) incurred	2011-06-30	$4,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$712,359
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$2,044,193
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$1,331,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in pooled separate accounts at end of year	2011-06-30	$1,798,770
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$1,149,233
Interest earned on other investments	2011-06-30	$223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$3,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$121,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$108,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$260,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$106,555
Employer contributions (assets) at end of year	2011-06-30	$106,555
Employer contributions (assets) at beginning of year	2011-06-30	$72,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$56,400
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	KEVIN P MARTIN & ASSOCIATES PC
Accountancy firm EIN	2011-06-30	043097400
2010 : BRIDGEWELL 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-06-30	$0
Total income from all sources (including contributions)	2010-06-30	$325,269
Total loss/gain on sale of assets	2010-06-30	$0
Total of all expenses incurred	2010-06-30	$6,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-06-30	$4,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-06-30	$260,338
Value of total assets at end of year	2010-06-30	$1,331,834
Value of total assets at beginning of year	2010-06-30	$1,012,890
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-06-30	$1,495
Total interest from all sources	2010-06-30	$2,328
Total dividends received (eg from common stock, registered investment company shares)	2010-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-06-30	No
Was this plan covered by a fidelity bond	2010-06-30	Yes
Value of fidelity bond cover	2010-06-30	$800,000
If this is an individual account plan, was there a blackout period	2010-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2010-06-30	No
Contributions received from participants	2010-06-30	$187,994
Participant contributions at end of year	2010-06-30	$1,340
Participant contributions at beginning of year	2010-06-30	$0
Participant contributions at end of year	2010-06-30	$0
Participant contributions at beginning of year	2010-06-30	$980
Administrative expenses (other) incurred	2010-06-30	$1,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-06-30	No
Value of net income/loss	2010-06-30	$318,944
Value of net assets at end of year (total assets less liabilities)	2010-06-30	$1,331,834
Value of net assets at beginning of year (total assets less liabilities)	2010-06-30	$1,012,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-06-30	No
Were any leases to which the plan was party in default or uncollectible	2010-06-30	No
Value of interest in pooled separate accounts at end of year	2010-06-30	$1,149,233
Value of interest in pooled separate accounts at beginning of year	2010-06-30	$26,037
Interest on participant loans	2010-06-30	$10
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-06-30	$2,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-06-30	$108,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-06-30	$985,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-06-30	$62,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-06-30	No
Was there a failure to transmit to the plan any participant contributions	2010-06-30	No
Has the plan failed to provide any benefit when due under the plan	2010-06-30	No
Contributions received in cash from employer	2010-06-30	$72,344
Employer contributions (assets) at end of year	2010-06-30	$72,344
Employer contributions (assets) at beginning of year	2010-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-06-30	$4,830
Did the plan have assets held for investment	2010-06-30	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	2010-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2010-06-30	Disclaimer
Accountancy firm name	2010-06-30	KEVIN P MARTIN & ASSOCIATES PC
Accountancy firm EIN	2010-06-30	043097400
2009 : BRIDGEWELL 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BRIDGEWELL 403(B) PLAN

2021: BRIDGEWELL 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: BRIDGEWELL 403(B) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: BRIDGEWELL 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: BRIDGEWELL 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: BRIDGEWELL 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: BRIDGEWELL 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: BRIDGEWELL 403(B) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: BRIDGEWELL 403(B) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: BRIDGEWELL 403(B) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: BRIDGEWELL 403(B) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: BRIDGEWELL 403(B) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: BRIDGEWELL 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: BRIDGEWELL 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664TJ1

Policy instance

Insurance contract or identification number	664TJ1
Number of Individuals Covered	444
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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 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?	No
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664011

Policy instance

Insurance contract or identification number	664011
Number of Individuals Covered	0
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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 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?	No
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664TJ1

Policy instance

Insurance contract or identification number	664TJ1
Number of Individuals Covered	423
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,261
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?	No
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
Amount paid for insurance broker fees	1261
Additional information about fees paid to insurance broker	TPA ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664011

Policy instance

Insurance contract or identification number	664011
Number of Individuals Covered	390
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $14,792
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?	No
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
Commission paid to Insurance Broker	USD $14,791
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664011

Policy instance

Insurance contract or identification number	664011
Number of Individuals Covered	415
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $20,005
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?	No
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
Commission paid to Insurance Broker	USD $20,004
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664011

Policy instance

Insurance contract or identification number	664011
Number of Individuals Covered	471
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $18,054
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?	No
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664011

Policy instance

Insurance contract or identification number	664011
Number of Individuals Covered	410
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $4,456
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?	No
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
Commission paid to Insurance Broker	USD $4,456
Insurance broker organization code?	3
Insurance broker name	MSI FINANCIAL SERVICES, INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664011

Policy instance

Insurance contract or identification number	664011
Number of Individuals Covered	392
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $582
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?	No
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
Commission paid to Insurance Broker	USD $582
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES, INC.

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G75592

Policy instance

Insurance contract or identification number	G75592
Number of Individuals Covered	0
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $8,112
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?	No
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
Commission paid to Insurance Broker	USD $7,167
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES INC

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G75592

Policy instance

Insurance contract or identification number	G75592
Number of Individuals Covered	337
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $9,043
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?	No
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
Commission paid to Insurance Broker	USD $9,043
Insurance broker organization code?	3
Insurance broker name	NEW ENGLAND SECURITIES CORP

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G75592

Policy instance

Insurance contract or identification number	G75592
Number of Individuals Covered	313
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $7,056
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?	No
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
Commission paid to Insurance Broker	USD $7,056
Insurance broker organization code?	3
Insurance broker name	NEW ENGLAND SECURITIES CORP

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G75592

Policy instance

Insurance contract or identification number	G75592
Number of Individuals Covered	260
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $5,769
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?	No
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G75592

Policy instance

Insurance contract or identification number	G75592
Number of Individuals Covered	203
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $6,309
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G75592

Policy instance

Insurance contract or identification number	G75592
Number of Individuals Covered	149
Insurance policy start date	2010-01-01
Insurance policy end date	2010-06-30
Total amount of commissions paid to insurance broker	USD $8,239
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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See full terms and conditions

Company Name:	BRIDGEWELL, INCORPORATED
Employer identification number (EIN):	042296940
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2013-09-01
Company Identification Number:	20131494684
Legal Registered Office Address:	6073 W. 44th Ave. #204 Wheat Ridge United States of America (USA) 80033