401k Plan data: CHARLES RIVER ARC 401(K) PLAN plan

CHARLES RIVER ARC 401(K) PLAN 401k Plan overview

Plan Name	CHARLES RIVER ARC 401(K) PLAN
Plan identification number	001

CHARLES RIVER ARC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE CHARLES RIVER CENTER has sponsored the creation of one or more 401k plans.

Company Name: THE CHARLES RIVER CENTER

Employer identification number (EIN): 042393108

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES RIVER ARC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 KEVIN KACAVICH
001 2016-07-01 KEVIN KACAVICH
001 2015-07-01 KEVIN KACAVICH
001 2014-07-01 KEVIN KACAVICH
001 2013-07-01 KEVIN KACAVICH
001 2012-07-01 KEVIN KACAVICH
001 2011-07-01 KEVIN KACAVICH
001 2009-07-01 GERALD RILEY

Plan Statistics for CHARLES RIVER ARC 401(K) PLAN

401k plan membership statisitcs for CHARLES RIVER ARC 401(K) PLAN

Measure Date Value
2021: CHARLES RIVER ARC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 579
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 484
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 88
Total of all active and inactive participants 2021-07-01 572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 572
Number of participants with account balances 2021-07-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 9
2020: CHARLES RIVER ARC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 602
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 498
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 81
Total of all active and inactive participants 2020-07-01 579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 579
Number of participants with account balances 2020-07-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 7
2019: CHARLES RIVER ARC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 620
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 539
Number of other retired or separated participants entitled to future benefits 2019-07-01 63
Total of all active and inactive participants 2019-07-01 602
Total participants 2019-07-01 602
Number of participants with account balances 2019-07-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 27
2018: CHARLES RIVER ARC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 550
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 568
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 52
Total of all active and inactive participants 2018-07-01 620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 620
Number of participants with account balances 2018-07-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 16
2017: CHARLES RIVER ARC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 532
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 494
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 56
Total of all active and inactive participants 2017-07-01 550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 550
Number of participants with account balances 2017-07-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 21
2016: CHARLES RIVER ARC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 429
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 497
Number of retired or separated participants receiving benefits 2016-07-01 5
Number of other retired or separated participants entitled to future benefits 2016-07-01 30
Total of all active and inactive participants 2016-07-01 532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 532
Number of participants with account balances 2016-07-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 2
2015: CHARLES RIVER ARC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 497
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 507
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 30
Total of all active and inactive participants 2015-07-01 537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 537
Number of participants with account balances 2015-07-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: CHARLES RIVER ARC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 378
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 464
Number of retired or separated participants receiving benefits 2014-07-01 33
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 497
Number of participants with account balances 2014-07-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 5
2013: CHARLES RIVER ARC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 398
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 388
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 33
Total of all active and inactive participants 2013-07-01 421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 421
Number of participants with account balances 2013-07-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 1
2012: CHARLES RIVER ARC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 330
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 362
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 31
Total of all active and inactive participants 2012-07-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 393
Number of participants with account balances 2012-07-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 3
2011: CHARLES RIVER ARC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 326
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 336
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 31
Total of all active and inactive participants 2011-07-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 367
Number of participants with account balances 2011-07-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 6
2009: CHARLES RIVER ARC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 265
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 255
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 23
Total of all active and inactive participants 2009-07-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 278
Number of participants with account balances 2009-07-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 3

Measure	Date	Value
2021: CHARLES RIVER ARC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	579
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	484
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	88
Total of all active and inactive participants	2021-07-01	572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	572
Number of participants with account balances	2021-07-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	9
2020: CHARLES RIVER ARC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	602
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	498
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	81
Total of all active and inactive participants	2020-07-01	579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	579
Number of participants with account balances	2020-07-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	7
2019: CHARLES RIVER ARC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	620
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	539
Number of other retired or separated participants entitled to future benefits	2019-07-01	63
Total of all active and inactive participants	2019-07-01	602
Total participants	2019-07-01	602
Number of participants with account balances	2019-07-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	27
2018: CHARLES RIVER ARC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	550
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	568
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	52
Total of all active and inactive participants	2018-07-01	620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	620
Number of participants with account balances	2018-07-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	16
2017: CHARLES RIVER ARC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	532
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	494
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	56
Total of all active and inactive participants	2017-07-01	550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	550
Number of participants with account balances	2017-07-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	21
2016: CHARLES RIVER ARC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	429
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	497
Number of retired or separated participants receiving benefits	2016-07-01	5
Number of other retired or separated participants entitled to future benefits	2016-07-01	30
Total of all active and inactive participants	2016-07-01	532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	532
Number of participants with account balances	2016-07-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	2
2015: CHARLES RIVER ARC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	497
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	507
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	30
Total of all active and inactive participants	2015-07-01	537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	537
Number of participants with account balances	2015-07-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: CHARLES RIVER ARC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	378
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	464
Number of retired or separated participants receiving benefits	2014-07-01	33
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	497
Number of participants with account balances	2014-07-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	5
2013: CHARLES RIVER ARC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	398
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	388
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	33
Total of all active and inactive participants	2013-07-01	421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	421
Number of participants with account balances	2013-07-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	1
2012: CHARLES RIVER ARC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	330
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	362
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	31
Total of all active and inactive participants	2012-07-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	393
Number of participants with account balances	2012-07-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	3
2011: CHARLES RIVER ARC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	326
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	336
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	31
Total of all active and inactive participants	2011-07-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	367
Number of participants with account balances	2011-07-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	6
2009: CHARLES RIVER ARC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	265
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	255
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	23
Total of all active and inactive participants	2009-07-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	278
Number of participants with account balances	2009-07-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	3

Financial Data on CHARLES RIVER ARC 401(K) PLAN

Measure	Date	Value
2022 : CHARLES RIVER ARC 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-5,119
Total of all expenses incurred	2022-06-30	$369,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$335,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$562,273
Value of total assets at end of year	2022-06-30	$4,484,217
Value of total assets at beginning of year	2022-06-30	$4,858,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$33,557
Total interest from all sources	2022-06-30	$6,151
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$263,747
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	$263,747
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
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	$377,854
Participant contributions at end of year	2022-06-30	$208,442
Participant contributions at beginning of year	2022-06-30	$155,842
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$114,394
Administrative expenses (other) incurred	2022-06-30	$33,557
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	$-374,611
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$4,484,217
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$4,858,828
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 registered invesment companies (eg mutual funds) at end of year	2022-06-30	$4,275,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$4,702,986
Interest on participant loans	2022-06-30	$6,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-837,290
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	$70,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$335,935
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	AAFCPA'S, INC.
Accountancy firm EIN	2022-06-30	042571780
2021 : CHARLES RIVER ARC 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$1,272,724
Total of all expenses incurred	2021-06-30	$179,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$149,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$353,640
Value of total assets at end of year	2021-06-30	$4,858,828
Value of total assets at beginning of year	2021-06-30	$3,765,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$29,950
Total interest from all sources	2021-06-30	$5,239
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$71,349
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	$71,349
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$298,343
Participant contributions at end of year	2021-06-30	$155,842
Participant contributions at beginning of year	2021-06-30	$124,129
Administrative expenses (other) incurred	2021-06-30	$29,950
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	$1,093,040
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$4,858,828
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$3,765,788
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 registered invesment companies (eg mutual funds) at end of year	2021-06-30	$4,702,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$3,640,603
Interest on participant loans	2021-06-30	$5,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$1,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$1,056
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$842,496
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	$55,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$149,734
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
2020 : CHARLES RIVER ARC 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$539,866
Total of all expenses incurred	2020-06-30	$498,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$472,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$330,453
Value of total assets at end of year	2020-06-30	$3,765,788
Value of total assets at beginning of year	2020-06-30	$3,724,320
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$25,802
Total interest from all sources	2020-06-30	$6,219
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$147,386
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	$147,386
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
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	$277,755
Participant contributions at end of year	2020-06-30	$124,129
Participant contributions at beginning of year	2020-06-30	$72,330
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$2,391
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	$41,468
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$3,765,788
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$3,724,320
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 registered invesment companies (eg mutual funds) at end of year	2020-06-30	$3,640,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$3,651,990
Interest on participant loans	2020-06-30	$6,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$1,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$55,808
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	$50,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$472,596
Contract administrator fees	2020-06-30	$25,802
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	AAFCPA'S, INC.
Accountancy firm EIN	2020-06-30	042571780
2019 : CHARLES RIVER ARC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$553,298
Total of all expenses incurred	2019-06-30	$236,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$211,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$345,371
Value of total assets at end of year	2019-06-30	$3,724,320
Value of total assets at beginning of year	2019-06-30	$3,407,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$24,449
Total interest from all sources	2019-06-30	$3,178
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$55,099
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	$55,099
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$274,474
Participant contributions at end of year	2019-06-30	$72,330
Participant contributions at beginning of year	2019-06-30	$59,677
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$23,011
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	$317,227
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$3,724,320
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$3,407,093
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 registered invesment companies (eg mutual funds) at end of year	2019-06-30	$3,651,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$3,347,416
Interest on participant loans	2019-06-30	$2,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$479
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$149,650
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	$47,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$211,622
Contract administrator fees	2019-06-30	$24,449
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	AAFCPA'S, INC.
Accountancy firm EIN	2019-06-30	042571780
2018 : CHARLES RIVER ARC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$614,371
Total of all expenses incurred	2018-06-30	$172,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$166,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$312,457
Value of total assets at end of year	2018-06-30	$3,407,093
Value of total assets at beginning of year	2018-06-30	$2,965,667
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$6,761
Total interest from all sources	2018-06-30	$2,984
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$20
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	$20
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$233,687
Participant contributions at end of year	2018-06-30	$59,677
Participant contributions at beginning of year	2018-06-30	$109,236
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$32,371
Total non interest bearing cash at beginning of year	2018-06-30	$206
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	$441,426
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$3,407,093
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$2,965,667
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 registered invesment companies (eg mutual funds) at end of year	2018-06-30	$3,347,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$2,841,514
Interest on participant loans	2018-06-30	$2,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$14,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$298,910
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	No
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	$46,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$166,184
Contract administrator fees	2018-06-30	$6,761
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	Yes
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
Accountancy firm EIN	2018-06-30	042571780
2017 : CHARLES RIVER ARC 401(K) 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	$657,088
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$236,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$226,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$283,758
Value of total assets at end of year	2017-06-30	$2,965,667
Value of total assets at beginning of year	2017-06-30	$2,544,627
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$9,420
Total interest from all sources	2017-06-30	$2,605
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
Administrative expenses professional fees incurred	2017-06-30	$8,984
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
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	$226,680
Participant contributions at end of year	2017-06-30	$109,236
Participant contributions at beginning of year	2017-06-30	$76,799
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$40
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$12,237
Administrative expenses (other) incurred	2017-06-30	$436
Total non interest bearing cash at end of year	2017-06-30	$206
Total non interest bearing cash at beginning of year	2017-06-30	$6,958
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	$421,040
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$2,965,667
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$2,544,627
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 registered invesment companies (eg mutual funds) at end of year	2017-06-30	$2,841,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$2,443,156
Interest on participant loans	2017-06-30	$2,488
Interest earned on other investments	2017-06-30	$117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$14,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$17,658
Net investment gain/loss from pooled separate accounts	2017-06-30	$370,725
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	$44,841
Employer contributions (assets) at end of year	2017-06-30	$0
Employer contributions (assets) at beginning of year	2017-06-30	$16
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$226,628
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 : CHARLES RIVER ARC 401(K) 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	$236,074
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$158,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$157,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$270,048
Value of total assets at end of year	2016-06-30	$2,544,627
Value of total assets at beginning of year	2016-06-30	$2,466,956
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$1,046
Total interest from all sources	2016-06-30	$3,167
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Administrative expenses professional fees incurred	2016-06-30	$600
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
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	$226,921
Participant contributions at end of year	2016-06-30	$76,799
Participant contributions at beginning of year	2016-06-30	$76,053
Participant contributions at end of year	2016-06-30	$40
Administrative expenses (other) incurred	2016-06-30	$446
Total non interest bearing cash at end of year	2016-06-30	$6,958
Total non interest bearing cash at beginning of year	2016-06-30	$6,650
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	$77,671
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$2,544,627
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$2,466,956
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 registered invesment companies (eg mutual funds) at end of year	2016-06-30	$2,443,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$2,367,818
Interest on participant loans	2016-06-30	$2,942
Interest earned on other investments	2016-06-30	$225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$17,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$16,435
Net investment gain/loss from pooled separate accounts	2016-06-30	$-37,141
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	$43,127
Employer contributions (assets) at end of year	2016-06-30	$16
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$157,357
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 : CHARLES RIVER ARC 401(K) 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	$345,628
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$202,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$201,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$265,457
Value of total assets at end of year	2015-06-30	$2,466,956
Value of total assets at beginning of year	2015-06-30	$2,323,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$887
Total interest from all sources	2015-06-30	$2,745
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Administrative expenses professional fees incurred	2015-06-30	$475
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
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	$228,547
Participant contributions at end of year	2015-06-30	$76,053
Participant contributions at beginning of year	2015-06-30	$85,216
Other income not declared elsewhere	2015-06-30	$9
Administrative expenses (other) incurred	2015-06-30	$412
Total non interest bearing cash at end of year	2015-06-30	$6,650
Total non interest bearing cash at beginning of year	2015-06-30	$6,078
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	$143,277
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$2,466,956
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$2,323,679
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 registered invesment companies (eg mutual funds) at end of year	2015-06-30	$2,367,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$2,217,212
Interest on participant loans	2015-06-30	$2,521
Interest earned on other investments	2015-06-30	$224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$16,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$15,173
Net investment gain/loss from pooled separate accounts	2015-06-30	$77,417
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	Yes
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	$36,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$201,464
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 : CHARLES RIVER ARC 401(K) 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	$558,571
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$435,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$434,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$222,508
Value of total assets at end of year	2014-06-30	$2,323,679
Value of total assets at beginning of year	2014-06-30	$2,200,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$1,334
Total interest from all sources	2014-06-30	$3,106
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
Administrative expenses professional fees incurred	2014-06-30	$920
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
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	$187,861
Participant contributions at end of year	2014-06-30	$85,216
Participant contributions at beginning of year	2014-06-30	$89,786
Administrative expenses (other) incurred	2014-06-30	$414
Total non interest bearing cash at end of year	2014-06-30	$6,078
Total non interest bearing cash at beginning of year	2014-06-30	$5,371
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	$122,826
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$2,323,679
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$2,200,853
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 registered invesment companies (eg mutual funds) at end of year	2014-06-30	$2,217,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,078,071
Interest on participant loans	2014-06-30	$2,895
Interest earned on other investments	2014-06-30	$211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$15,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$27,625
Net investment gain/loss from pooled separate accounts	2014-06-30	$332,957
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	Yes
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	$34,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$434,411
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	ALEXANDER ARONSON FINNING & CO PC
Accountancy firm EIN	2014-06-30	042571780
2013 : CHARLES RIVER ARC 401(K) 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	$492,029
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$87,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$85,909
Value of total corrective distributions	2013-06-30	$293
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$265,127
Value of total assets at end of year	2013-06-30	$2,200,853
Value of total assets at beginning of year	2013-06-30	$1,796,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$1,141
Total interest from all sources	2013-06-30	$3,261
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
Administrative expenses professional fees incurred	2013-06-30	$745
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$150,000
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	$181,792
Participant contributions at end of year	2013-06-30	$89,786
Participant contributions at beginning of year	2013-06-30	$90,392
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$50,171
Administrative expenses (other) incurred	2013-06-30	$396
Total non interest bearing cash at end of year	2013-06-30	$5,371
Total non interest bearing cash at beginning of year	2013-06-30	$4,932
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	$404,686
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$2,200,853
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$1,796,167
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 registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,078,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$1,673,627
Interest on participant loans	2013-06-30	$3,017
Interest earned on other investments	2013-06-30	$244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$27,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$27,216
Net investment gain/loss from pooled separate accounts	2013-06-30	$223,641
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	$33,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$85,909
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	ALEXANDER ARONSON, FINNING & CO PC
Accountancy firm EIN	2013-06-30	042571780
2012 : CHARLES RIVER ARC 401(K) 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	$195,409
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$141,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$140,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$191,158
Value of total assets at end of year	2012-06-30	$1,796,167
Value of total assets at beginning of year	2012-06-30	$1,742,721
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$1,195
Total interest from all sources	2012-06-30	$3,211
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
Administrative expenses professional fees incurred	2012-06-30	$845
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$150,000
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	$161,027
Participant contributions at end of year	2012-06-30	$90,392
Participant contributions at beginning of year	2012-06-30	$76,978
Administrative expenses (other) incurred	2012-06-30	$350
Total non interest bearing cash at end of year	2012-06-30	$4,932
Total non interest bearing cash at beginning of year	2012-06-30	$4,167
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	$53,446
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$1,796,167
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$1,742,721
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 registered invesment companies (eg mutual funds) at end of year	2012-06-30	$1,673,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$1,636,442
Interest on participant loans	2012-06-30	$2,882
Interest earned on other investments	2012-06-30	$329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$27,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$25,134
Net investment gain/loss from pooled separate accounts	2012-06-30	$1,040
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	$30,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$140,768
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	ALEXANDER ARONSON, FINNING & CO PC
Accountancy firm EIN	2012-06-30	042571780
2011 : CHARLES RIVER ARC 401(K) 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	$526,031
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$143,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$142,143
Value of total corrective distributions	2011-06-30	$227
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$213,543
Value of total assets at end of year	2011-06-30	$1,742,721
Value of total assets at beginning of year	2011-06-30	$1,360,158
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$1,098
Total interest from all sources	2011-06-30	$2,377
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
Administrative expenses professional fees incurred	2011-06-30	$850
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$150,000
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	$181,333
Participant contributions at end of year	2011-06-30	$76,978
Participant contributions at beginning of year	2011-06-30	$60,182
Administrative expenses (other) incurred	2011-06-30	$248
Total non interest bearing cash at end of year	2011-06-30	$4,167
Total non interest bearing cash at beginning of year	2011-06-30	$3,166
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	$382,563
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$1,742,721
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$1,360,158
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 registered invesment companies (eg mutual funds) at end of year	2011-06-30	$1,636,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,272,496
Interest on participant loans	2011-06-30	$1,951
Interest earned on other investments	2011-06-30	$426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$25,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$24,314
Net investment gain/loss from pooled separate accounts	2011-06-30	$310,111
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	$32,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$142,143
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	ALEXANDER ARONSON, FINNING & CO PC
Accountancy firm EIN	2011-06-30	042571780
2010 : CHARLES RIVER ARC 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for CHARLES RIVER ARC 401(K) PLAN

2021: CHARLES RIVER ARC 401(K) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: CHARLES RIVER ARC 401(K) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: CHARLES RIVER ARC 401(K) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: CHARLES RIVER ARC 401(K) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: CHARLES RIVER ARC 401(K) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: CHARLES RIVER ARC 401(K) 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 funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: CHARLES RIVER ARC 401(K) 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 funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: CHARLES RIVER ARC 401(K) 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 funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: CHARLES RIVER ARC 401(K) 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 funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: CHARLES RIVER ARC 401(K) 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 funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: CHARLES RIVER ARC 401(K) 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 funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: CHARLES RIVER ARC 401(K) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

72372

Policy instance

Insurance contract or identification number	72372
Number of Individuals Covered	0
Total amount of commissions paid to insurance broker	USD $4,641
Total amount of fees paid to insurance company	USD $1,789
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

72372

Policy instance

Insurance contract or identification number	72372
Number of Individuals Covered	138
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $6,035
Total amount of fees paid to insurance company	USD $1,211
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,035
Insurance broker organization code?	3
Amount paid for insurance broker fees	1211
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	SENTINEL BENEFITS GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

72372

Policy instance

Insurance contract or identification number	72372
Number of Individuals Covered	124
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $5,800
Total amount of fees paid to insurance company	USD $1,165
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,800
Insurance broker organization code?	3
Amount paid for insurance broker fees	1165
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	SENTINEL BENEFITS GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

72372

Policy instance

Insurance contract or identification number	72372
Number of Individuals Covered	119
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $4,827
Total amount of fees paid to insurance company	USD $1,057
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,827
Insurance broker organization code?	3
Amount paid for insurance broker fees	1057
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	SENTINEL BENEFITS GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

72372

Policy instance

Insurance contract or identification number	72372
Number of Individuals Covered	111
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $5,121
Total amount of fees paid to insurance company	USD $1,007
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,121
Insurance broker organization code?	3
Amount paid for insurance broker fees	1007
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	SENTINEL BENEFITS GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

72372

Policy instance

Insurance contract or identification number	72372
Number of Individuals Covered	104
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $4,679
Total amount of fees paid to insurance company	USD $857
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

72372

Policy instance

Insurance contract or identification number	72372
Number of Individuals Covered	99
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $3,947
Total amount of fees paid to insurance company	USD $805
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	THE CHARLES RIVER CENTER
Employer identification number (EIN):	042393108
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations