401k Plan data: CANTERBURY SCHOOL SECTION 403(B) PLAN plan

CANTERBURY SCHOOL SECTION 403(B) PLAN 401k Plan overview

Plan Name	CANTERBURY SCHOOL SECTION 403(B) PLAN
Plan identification number	003

CANTERBURY SCHOOL SECTION 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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CANTERBURY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: CANTERBURY SCHOOL

Employer identification number (EIN): 060646566

NAIC Classification: 611000

Additional information about CANTERBURY SCHOOL

Jurisdiction of Incorporation: North Carolina Secretary of State

Incorporation Date:

Company Identification Number: 0294843

More information about CANTERBURY SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CANTERBURY SCHOOL SECTION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 STEPHEN CARLETON STEPHEN CARLETON 2018-09-04
003 2016-01-01 STEPHEN CARLETON STEPHEN CARLETON 2017-08-25
003 2015-01-01 STEPHEN CARLETON STEPHEN CARLETON 2016-08-17
003 2014-01-01 STEPHEN CARLETON STEPHEN CARLETON 2015-08-27
003 2013-01-01 STEPHEN CARLETON STEPHEN CARLETON 2014-09-17
003 2012-01-01 STEPHEN CARLETON STEPHEN CARLETON 2013-10-14
003 2011-01-01 STEVE CARLETON STEVE CARLETON 2012-10-12
003 2010-01-01 EDWARD S. BENT EDWARD S. BENT 2011-10-11
003 2009-01-01 EDWARD S. BENT EDWARD S. BENT 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	STEPHEN CARLETON	STEPHEN CARLETON	2018-09-04
003	2016-01-01	STEPHEN CARLETON	STEPHEN CARLETON	2017-08-25
003	2015-01-01	STEPHEN CARLETON	STEPHEN CARLETON	2016-08-17
003	2014-01-01	STEPHEN CARLETON	STEPHEN CARLETON	2015-08-27
003	2013-01-01	STEPHEN CARLETON	STEPHEN CARLETON	2014-09-17
003	2012-01-01	STEPHEN CARLETON	STEPHEN CARLETON	2013-10-14
003	2011-01-01	STEVE CARLETON	STEVE CARLETON	2012-10-12
003	2010-01-01	EDWARD S. BENT	EDWARD S. BENT	2011-10-11
003	2009-01-01	EDWARD S. BENT	EDWARD S. BENT	2010-10-14

Plan Statistics for CANTERBURY SCHOOL SECTION 403(B) PLAN

401k plan membership statisitcs for CANTERBURY SCHOOL SECTION 403(B) PLAN

Measure Date Value
2022: CANTERBURY SCHOOL SECTION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CANTERBURY SCHOOL SECTION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 330
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 166
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 180
Total of all active and inactive participants 2021-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 348
Number of participants with account balances 2021-01-01 339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CANTERBURY SCHOOL SECTION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 333
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 166
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 163
Total of all active and inactive participants 2020-01-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 330
Number of participants with account balances 2020-01-01 324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CANTERBURY SCHOOL SECTION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 323
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 167
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 167
Total of all active and inactive participants 2019-01-01 334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 334
Number of participants with account balances 2019-01-01 329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CANTERBURY SCHOOL SECTION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 311
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 156
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 167
Total of all active and inactive participants 2018-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 323
Number of participants with account balances 2018-01-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CANTERBURY SCHOOL SECTION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 298
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 141
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 170
Total of all active and inactive participants 2017-01-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 311
Number of participants with account balances 2017-01-01 310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CANTERBURY SCHOOL SECTION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 131
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 167
Total of all active and inactive participants 2016-01-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 298
Number of participants with account balances 2016-01-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CANTERBURY SCHOOL SECTION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 127
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 157
Total of all active and inactive participants 2015-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 285
Number of participants with account balances 2015-01-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CANTERBURY SCHOOL SECTION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 128
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 148
Total of all active and inactive participants 2014-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 277
Number of participants with account balances 2014-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CANTERBURY SCHOOL SECTION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 133
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 138
Total of all active and inactive participants 2013-01-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 273
Number of participants with account balances 2013-01-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CANTERBURY SCHOOL SECTION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 150
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 130
Total of all active and inactive participants 2012-01-01 280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 280
Number of participants with account balances 2012-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CANTERBURY SCHOOL SECTION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 289
Number of retired or separated participants receiving benefits 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 304
Number of participants with account balances 2011-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CANTERBURY SCHOOL SECTION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 264
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 6
Total of all active and inactive participants 2010-01-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 270
Number of participants with account balances 2010-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CANTERBURY SCHOOL SECTION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 248
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 137
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 112
Total of all active and inactive participants 2009-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 249
Number of participants with account balances 2009-01-01 249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: CANTERBURY SCHOOL SECTION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CANTERBURY SCHOOL SECTION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	330
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	166
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	180
Total of all active and inactive participants	2021-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	348
Number of participants with account balances	2021-01-01	339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CANTERBURY SCHOOL SECTION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	333
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	166
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	163
Total of all active and inactive participants	2020-01-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	330
Number of participants with account balances	2020-01-01	324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CANTERBURY SCHOOL SECTION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	323
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	167
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	167
Total of all active and inactive participants	2019-01-01	334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	334
Number of participants with account balances	2019-01-01	329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CANTERBURY SCHOOL SECTION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	311
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	156
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	167
Total of all active and inactive participants	2018-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	323
Number of participants with account balances	2018-01-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CANTERBURY SCHOOL SECTION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	298
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	141
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	170
Total of all active and inactive participants	2017-01-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	311
Number of participants with account balances	2017-01-01	310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CANTERBURY SCHOOL SECTION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	131
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	167
Total of all active and inactive participants	2016-01-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	298
Number of participants with account balances	2016-01-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CANTERBURY SCHOOL SECTION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	127
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	157
Total of all active and inactive participants	2015-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	285
Number of participants with account balances	2015-01-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CANTERBURY SCHOOL SECTION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	128
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	148
Total of all active and inactive participants	2014-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	277
Number of participants with account balances	2014-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CANTERBURY SCHOOL SECTION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	133
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	138
Total of all active and inactive participants	2013-01-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	273
Number of participants with account balances	2013-01-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CANTERBURY SCHOOL SECTION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	150
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	130
Total of all active and inactive participants	2012-01-01	280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	280
Number of participants with account balances	2012-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CANTERBURY SCHOOL SECTION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	289
Number of retired or separated participants receiving benefits	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	304
Number of participants with account balances	2011-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CANTERBURY SCHOOL SECTION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	264
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	6
Total of all active and inactive participants	2010-01-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	270
Number of participants with account balances	2010-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CANTERBURY SCHOOL SECTION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	248
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	137
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	112
Total of all active and inactive participants	2009-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	249
Number of participants with account balances	2009-01-01	249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CANTERBURY SCHOOL SECTION 403(B) PLAN

Measure	Date	Value
2022 : CANTERBURY SCHOOL SECTION 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-05-31	$0
Total transfer of assets from this plan	2022-05-31	$27,136,928
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total income from all sources (including contributions)	2022-05-31	$-2,085,880
Total loss/gain on sale of assets	2022-05-31	$0
Total of all expenses incurred	2022-05-31	$966,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-05-31	$954,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-05-31	$466,682
Value of total assets at end of year	2022-05-31	$0
Value of total assets at beginning of year	2022-05-31	$30,189,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-05-31	$11,675
Total interest from all sources	2022-05-31	$119,700
Total dividends received (eg from common stock, registered investment company shares)	2022-05-31	$31,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-05-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-05-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-05-31	$31,519
Administrative expenses professional fees incurred	2022-05-31	$11,600
Was this plan covered by a fidelity bond	2022-05-31	Yes
Value of fidelity bond cover	2022-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-05-31	No
Contributions received from participants	2022-05-31	$245,680
Participant contributions at end of year	2022-05-31	$0
Participant contributions at beginning of year	2022-05-31	$45,202
Participant contributions at end of year	2022-05-31	$0
Participant contributions at beginning of year	2022-05-31	$3,544
Income. Received or receivable in cash from other sources (including rollovers)	2022-05-31	$460
Other income not declared elsewhere	2022-05-31	$7,626
Administrative expenses (other) incurred	2022-05-31	$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Value of net income/loss	2022-05-31	$-3,052,474
Value of net assets at end of year (total assets less liabilities)	2022-05-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-05-31	$30,189,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-05-31	No
Were any leases to which the plan was party in default or uncollectible	2022-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-05-31	$21,731,241
Value of interest in pooled separate accounts at end of year	2022-05-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-05-31	$738,796
Interest on participant loans	2022-05-31	$828
Interest earned on other investments	2022-05-31	$118,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-05-31	$7,667,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-05-31	$-2,790,310
Net investment gain/loss from pooled separate accounts	2022-05-31	$78,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-05-31	No
Was there a failure to transmit to the plan any participant contributions	2022-05-31	No
Has the plan failed to provide any benefit when due under the plan	2022-05-31	No
Contributions received in cash from employer	2022-05-31	$220,542
Employer contributions (assets) at end of year	2022-05-31	$0
Employer contributions (assets) at beginning of year	2022-05-31	$2,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-05-31	$954,919
Did the plan have assets held for investment	2022-05-31	No
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	2022-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2022-05-31	Unqualified
Accountancy firm name	2022-05-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-05-31	410746749
2021 : CANTERBURY SCHOOL SECTION 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,398,266
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,477,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,474,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,054,574
Value of total assets at end of year	2021-12-31	$30,189,402
Value of total assets at beginning of year	2021-12-31	$27,268,736
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,925
Total interest from all sources	2021-12-31	$267,415
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$473,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$473,884
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$589,011
Participant contributions at end of year	2021-12-31	$45,202
Participant contributions at beginning of year	2021-12-31	$51,386
Participant contributions at end of year	2021-12-31	$3,544
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$7,073
Other income not declared elsewhere	2021-12-31	$8,976
Administrative expenses (other) incurred	2021-12-31	$2,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,920,666
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$30,189,402
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$27,268,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$21,731,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,752,108
Value of interest in pooled separate accounts at end of year	2021-12-31	$738,796
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$567,683
Interest on participant loans	2021-12-31	$2,019
Interest earned on other investments	2021-12-31	$265,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$7,667,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$7,897,559
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$43,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,483,465
Net investment gain/loss from pooled separate accounts	2021-12-31	$109,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$458,490
Employer contributions (assets) at end of year	2021-12-31	$2,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,431,002
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : CANTERBURY SCHOOL SECTION 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,110,044
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,130,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,120,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,107,977
Value of total assets at end of year	2020-12-31	$27,268,736
Value of total assets at beginning of year	2020-12-31	$24,288,802
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,000
Total interest from all sources	2020-12-31	$297,428
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$211,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$211,612
Administrative expenses professional fees incurred	2020-12-31	$10,000
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$613,540
Participant contributions at end of year	2020-12-31	$51,386
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$502
Other income not declared elsewhere	2020-12-31	$1,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,979,934
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$27,268,736
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,288,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,752,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,823,654
Value of interest in pooled separate accounts at end of year	2020-12-31	$567,683
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$666,634
Interest on participant loans	2020-12-31	$380
Interest earned on other investments	2020-12-31	$297,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$7,897,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$7,798,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,497,047
Net investment gain/loss from pooled separate accounts	2020-12-31	$-5,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$493,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,120,110
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : CANTERBURY SCHOOL SECTION 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,846,884
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,991,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,991,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,376,395
Value of total assets at end of year	2019-12-31	$24,288,802
Value of total assets at beginning of year	2019-12-31	$22,433,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$293,591
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$201,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$201,239
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$613,761
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$204,670
Other income not declared elsewhere	2019-12-31	$4,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,855,393
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,288,802
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,433,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,823,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,073,466
Value of interest in pooled separate accounts at end of year	2019-12-31	$666,634
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$656,307
Interest earned on other investments	2019-12-31	$293,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$7,798,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$7,703,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,935,320
Net investment gain/loss from pooled separate accounts	2019-12-31	$35,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$557,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,991,491
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BLUM SHAPIRO
Accountancy firm EIN	2019-12-31	061009205
2018 : CANTERBURY SCHOOL SECTION 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$476,936
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,689,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,680,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,179,925
Value of total assets at end of year	2018-12-31	$22,433,409
Value of total assets at beginning of year	2018-12-31	$24,646,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$8,800
Total interest from all sources	2018-12-31	$281,007
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$251,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$251,259
Administrative expenses professional fees incurred	2018-12-31	$8,800
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$596,428
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$49,723
Other income not declared elsewhere	2018-12-31	$6,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,212,714
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,433,409
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$24,646,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$14,073,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$16,693,894
Value of interest in pooled separate accounts at end of year	2018-12-31	$656,307
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$908,127
Interest earned on other investments	2018-12-31	$281,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$7,703,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$7,044,102
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$322,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,275,199
Net investment gain/loss from pooled separate accounts	2018-12-31	$33,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$533,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,357,968
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BLUM SHAPIRO
Accountancy firm EIN	2018-12-31	061009205
2017 : CANTERBURY SCHOOL SECTION 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,514,480
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,801,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,801,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,519,065
Value of total assets at end of year	2017-12-31	$24,646,123
Value of total assets at beginning of year	2017-12-31	$21,932,947
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$271,763
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$166,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$166,650
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$609,560
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$20,232
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$353,510
Other income not declared elsewhere	2017-12-31	$5,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,713,176
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$24,646,123
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$21,932,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$16,693,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$14,181,111
Value of interest in pooled separate accounts at end of year	2017-12-31	$908,127
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$945,978
Interest earned on other investments	2017-12-31	$271,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$7,044,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$6,764,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,512,174
Net investment gain/loss from pooled separate accounts	2017-12-31	$39,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$555,995
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$21,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,801,304
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BLUM SHAPIRO
Accountancy firm EIN	2017-12-31	061009205
2016 : CANTERBURY SCHOOL SECTION 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,325,339
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,106,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,102,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,068,723
Value of total assets at end of year	2016-12-31	$21,932,947
Value of total assets at beginning of year	2016-12-31	$20,714,084
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,331
Total interest from all sources	2016-12-31	$279,192
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$113,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$113,856
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$506,102
Participant contributions at end of year	2016-12-31	$20,232
Participant contributions at beginning of year	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$4,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,218,863
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$21,932,947
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$20,714,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$14,181,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,270,130
Value of interest in pooled separate accounts at end of year	2016-12-31	$945,978
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$946,410
Interest earned on other investments	2016-12-31	$279,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$6,764,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$6,497,544
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$26,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$815,481
Net investment gain/loss from pooled separate accounts	2016-12-31	$48,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$562,621
Employer contributions (assets) at end of year	2016-12-31	$21,312
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,076,018
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BLUM SHAPIRO
Accountancy firm EIN	2016-12-31	061009205
2015 : CANTERBURY SCHOOL SECTION 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,494,975
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,145,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,137,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,202,539
Value of total assets at end of year	2015-12-31	$20,714,084
Value of total assets at beginning of year	2015-12-31	$20,364,325
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,446
Total interest from all sources	2015-12-31	$253,245
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$111,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$111,596
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$430,493
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$207,530
Administrative expenses (other) incurred	2015-12-31	$7,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$349,759
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$20,714,084
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$20,364,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,270,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$12,934,094
Value of interest in pooled separate accounts at end of year	2015-12-31	$946,410
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$890,156
Interest earned on other investments	2015-12-31	$253,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$6,497,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$6,540,075
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$130,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-144,242
Net investment gain/loss from pooled separate accounts	2015-12-31	$71,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$564,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,007,113
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BLUM SHAPIRO
Accountancy firm EIN	2015-12-31	061009205
2014 : CANTERBURY SCHOOL SECTION 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,104,216
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$559,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$553,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$937,661
Value of total assets at end of year	2014-12-31	$20,364,325
Value of total assets at beginning of year	2014-12-31	$18,819,114
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,476
Total interest from all sources	2014-12-31	$260,310
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$80,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$80,748
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$397,726
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$23,546
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$3,523
Administrative expenses (other) incurred	2014-12-31	$5,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,545,211
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$20,364,325
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$18,819,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$12,934,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$11,734,351
Value of interest in pooled separate accounts at end of year	2014-12-31	$890,156
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$804,636
Interest earned on other investments	2014-12-31	$260,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$6,540,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$6,229,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$729,888
Net investment gain/loss from pooled separate accounts	2014-12-31	$95,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$536,412
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$26,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$553,529
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BLUM SHAPIRO
Accountancy firm EIN	2014-12-31	061009205
2013 : CANTERBURY SCHOOL SECTION 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,427,764
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,063,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,059,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$939,028
Value of total assets at end of year	2013-12-31	$18,819,114
Value of total assets at beginning of year	2013-12-31	$16,454,605
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,908
Total interest from all sources	2013-12-31	$249,628
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$49,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$49,470
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$387,357
Participant contributions at end of year	2013-12-31	$23,546
Participant contributions at beginning of year	2013-12-31	$31,895
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,499
Administrative expenses (other) incurred	2013-12-31	$3,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,364,509
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$18,819,114
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$16,454,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$11,734,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,530,020
Value of interest in pooled separate accounts at end of year	2013-12-31	$804,636
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$737,874
Interest earned on other investments	2013-12-31	$249,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$6,229,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$6,117,005
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$288,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,118,100
Net investment gain/loss from pooled separate accounts	2013-12-31	$71,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$548,172
Employer contributions (assets) at end of year	2013-12-31	$26,982
Employer contributions (assets) at beginning of year	2013-12-31	$37,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$770,593
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BLUM SHAPIRO
Accountancy firm EIN	2013-12-31	061009205
2012 : CANTERBURY SCHOOL SECTION 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,548,862
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$683,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$682,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,040,091
Value of total assets at end of year	2012-12-31	$16,454,605
Value of total assets at beginning of year	2012-12-31	$14,588,970
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$708
Total interest from all sources	2012-12-31	$237,561
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$20,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$20,787
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$432,869
Participant contributions at end of year	2012-12-31	$31,895
Participant contributions at beginning of year	2012-12-31	$26,692
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$36,129
Other income not declared elsewhere	2012-12-31	$25
Administrative expenses (other) incurred	2012-12-31	$708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,865,635
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$16,454,605
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$14,588,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,530,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,033,719
Value of interest in pooled separate accounts at end of year	2012-12-31	$737,874
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$569,495
Interest earned on other investments	2012-12-31	$237,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$6,117,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$5,924,936
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$178,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,187,280
Net investment gain/loss from pooled separate accounts	2012-12-31	$63,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$571,093
Employer contributions (assets) at end of year	2012-12-31	$37,811
Employer contributions (assets) at beginning of year	2012-12-31	$34,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$503,537
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BLUM SHAPIRO
Accountancy firm EIN	2012-12-31	061009205
2011 : CANTERBURY SCHOOL SECTION 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,212,076
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$374,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$374,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,132,982
Value of total assets at end of year	2011-12-31	$14,588,970
Value of total assets at beginning of year	2011-12-31	$13,751,548
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$230,106
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$407,767
Participant contributions at end of year	2011-12-31	$26,692
Participant contributions at beginning of year	2011-12-31	$24,775
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$186,338
Other income not declared elsewhere	2011-12-31	$4,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$837,422
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$14,588,970
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$13,751,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,033,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,718,853
Value of interest in pooled separate accounts at end of year	2011-12-31	$569,495
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$380,997
Interest earned on other investments	2011-12-31	$230,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$5,924,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$5,594,049
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$30,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-214,125
Net investment gain/loss from pooled separate accounts	2011-12-31	$58,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$538,877
Employer contributions (assets) at end of year	2011-12-31	$34,128
Employer contributions (assets) at beginning of year	2011-12-31	$32,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$344,110
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BLUM SHAPIRO
Accountancy firm EIN	2011-12-31	061009205
2010 : CANTERBURY SCHOOL SECTION 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$3,058,310
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,461,603
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$157,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$157,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$606,638
Value of total assets at end of year	2010-12-31	$13,751,548
Value of total assets at beginning of year	2010-12-31	$9,389,586
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$176,449
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$83,654
Participant contributions at end of year	2010-12-31	$24,775
Participant contributions at beginning of year	2010-12-31	$4,203
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$7,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,303,652
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$13,751,548
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,389,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,718,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,735,384
Value of interest in pooled separate accounts at end of year	2010-12-31	$380,997
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$152,535
Interest earned on other investments	2010-12-31	$176,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$5,594,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$4,467,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$655,716
Net investment gain/loss from pooled separate accounts	2010-12-31	$22,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$515,063
Employer contributions (assets) at end of year	2010-12-31	$32,874
Employer contributions (assets) at beginning of year	2010-12-31	$29,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$157,951
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BLUM SHAPIRO
Accountancy firm EIN	2010-12-31	061009205
2009 : CANTERBURY SCHOOL SECTION 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 CANTERBURY SCHOOL SECTION 403(B) PLAN

2022: CANTERBURY SCHOOL SECTION 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CANTERBURY SCHOOL SECTION 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CANTERBURY SCHOOL SECTION 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CANTERBURY SCHOOL SECTION 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CANTERBURY SCHOOL SECTION 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CANTERBURY SCHOOL SECTION 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CANTERBURY SCHOOL SECTION 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CANTERBURY SCHOOL SECTION 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CANTERBURY SCHOOL SECTION 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CANTERBURY SCHOOL SECTION 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CANTERBURY SCHOOL SECTION 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CANTERBURY SCHOOL SECTION 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: CANTERBURY SCHOOL SECTION 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)	No
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: CANTERBURY SCHOOL SECTION 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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

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

Policy contract number

500121

Policy instance

Insurance contract or identification number	500121
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-05-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

500121

Policy instance

Insurance contract or identification number	500121
Number of Individuals Covered	219
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

500121

Policy instance

Insurance contract or identification number	500121
Number of Individuals Covered	227
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

500121

Policy instance

Insurance contract or identification number	500121
Number of Individuals Covered	231
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

500121

Policy instance

Insurance contract or identification number	500121
Number of Individuals Covered	227
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

500121

Policy instance

Insurance contract or identification number	500121
Number of Individuals Covered	239
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

500121

Policy instance

Insurance contract or identification number	500121
Number of Individuals Covered	251
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

500121

Policy instance

Insurance contract or identification number	500121
Number of Individuals Covered	260
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

500121

Policy instance

Insurance contract or identification number	500121
Number of Individuals Covered	274
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

366899 & 366900

Policy instance

Insurance contract or identification number	366899 & 366900
Number of Individuals Covered	152
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

366899

Policy instance

Insurance contract or identification number	366899
Number of Individuals Covered	252
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CANTERBURY SCHOOL
Employer identification number (EIN):	060646566
NAIC Classification:	611000

Jurisdiction of Incorporation:	North Carolina Secretary of State
Incorporation Date:
Company Identification Number:	0294843