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POMFRET SCHOOL 403(B) RETIREMENT PLAN 401k Plan overview

Plan NamePOMFRET SCHOOL 403(B) RETIREMENT PLAN
Plan identification number 001

POMFRET SCHOOL 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:POMFRET SCHOOL
Employer identification number (EIN):060646784
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POMFRET SCHOOL 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01EDWARD GRIFFIN
0012016-01-01EDWARD GRIFFIN
0012015-01-01EDWARD GRIFFIN
0012014-01-01EDWARD GRIFFIN
0012013-01-01ARTHUR DIAZ
0012012-01-01ARTHUR DIAZ
0012011-01-01ARTHUR DIAZ
0012009-01-01ARTHUR C. DIAZ ARTHUR C. DIAZ2010-10-14

Plan Statistics for POMFRET SCHOOL 403(B) RETIREMENT PLAN

401k plan membership statisitcs for POMFRET SCHOOL 403(B) RETIREMENT PLAN

Measure Date Value
2022: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01434
Total number of active participants reported on line 7a of the Form 55002022-01-01160
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01277
Total of all active and inactive participants2022-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01437
Number of participants with account balances2022-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01421
Total number of active participants reported on line 7a of the Form 55002021-01-01167
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01267
Total of all active and inactive participants2021-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01434
Number of participants with account balances2021-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01429
Total number of active participants reported on line 7a of the Form 55002020-01-01159
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01262
Total of all active and inactive participants2020-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01421
Number of participants with account balances2020-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01428
Total number of active participants reported on line 7a of the Form 55002019-01-01170
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01259
Total of all active and inactive participants2019-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01429
Number of participants with account balances2019-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01429
Total number of active participants reported on line 7a of the Form 55002018-01-01169
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01259
Total of all active and inactive participants2018-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01428
Number of participants with account balances2018-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01416
Total number of active participants reported on line 7a of the Form 55002017-01-01179
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01250
Total of all active and inactive participants2017-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01429
Number of participants with account balances2017-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01422
Total number of active participants reported on line 7a of the Form 55002016-01-01170
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01246
Total of all active and inactive participants2016-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01416
Number of participants with account balances2016-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01436
Total number of active participants reported on line 7a of the Form 55002015-01-01186
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01236
Total of all active and inactive participants2015-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01422
Number of participants with account balances2015-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01430
Total number of active participants reported on line 7a of the Form 55002014-01-01212
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01223
Total of all active and inactive participants2014-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01435
Number of participants with account balances2014-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01402
Total number of active participants reported on line 7a of the Form 55002013-01-01222
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01207
Total of all active and inactive participants2013-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01429
Number of participants with account balances2013-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01387
Total number of active participants reported on line 7a of the Form 55002012-01-01203
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01199
Total of all active and inactive participants2012-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01402
Number of participants with account balances2012-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01388
Total number of active participants reported on line 7a of the Form 55002011-01-01191
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01196
Total of all active and inactive participants2011-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01387
Number of participants with account balances2011-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01392
Total number of active participants reported on line 7a of the Form 55002009-01-01188
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01182
Total of all active and inactive participants2009-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01370
Number of participants with account balances2009-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on POMFRET SCHOOL 403(B) RETIREMENT PLAN

Measure Date Value
2022 : POMFRET SCHOOL 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,016,472
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,647,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,569,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,859,453
Value of total assets at end of year2022-12-31$37,643,800
Value of total assets at beginning of year2022-12-31$44,308,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$78,819
Total interest from all sources2022-12-31$316,577
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,103,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,103,421
Administrative expenses professional fees incurred2022-12-31$21,562
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$920,190
Participant contributions at end of year2022-12-31$179,611
Participant contributions at beginning of year2022-12-31$42,006
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$143,214
Other income not declared elsewhere2022-12-31$33,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,664,318
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,643,800
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$44,308,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$10,288
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,841,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,162,732
Value of interest in pooled separate accounts at end of year2022-12-31$1,137,930
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,225,190
Interest on participant loans2022-12-31$5,357
Interest earned on other investments2022-12-31$311,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,484,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,878,190
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$308,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,429,644
Net investment gain/loss from pooled separate accounts2022-12-31$100,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$796,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,260,550
Contract administrator fees2022-12-31$46,969
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : POMFRET SCHOOL 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$7,140,257
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,963,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,903,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,586,176
Value of total assets at end of year2021-12-31$44,308,118
Value of total assets at beginning of year2021-12-31$40,130,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,419
Total interest from all sources2021-12-31$268,156
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,046,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,046,719
Administrative expenses professional fees incurred2021-12-31$3,777
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$837,225
Participant contributions at end of year2021-12-31$42,006
Participant contributions at beginning of year2021-12-31$4,270
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,646
Other income not declared elsewhere2021-12-31$36,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,177,208
Value of net assets at end of year (total assets less liabilities)2021-12-31$44,308,118
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$40,130,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$6,538
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$35,162,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,262,286
Value of interest in pooled separate accounts at end of year2021-12-31$1,225,190
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,102,741
Interest on participant loans2021-12-31$1,234
Interest earned on other investments2021-12-31$266,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,878,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,761,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,013,234
Net investment gain/loss from pooled separate accounts2021-12-31$189,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$741,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,903,630
Contract administrator fees2021-12-31$49,104
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : POMFRET SCHOOL 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$14,052
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$6,723,345
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,931,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,900,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,793,943
Value of total assets at end of year2020-12-31$40,130,910
Value of total assets at beginning of year2020-12-31$35,325,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,783
Total interest from all sources2020-12-31$305,689
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$585,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$585,363
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$767,159
Participant contributions at end of year2020-12-31$4,270
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$282,804
Other income not declared elsewhere2020-12-31$22,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,791,746
Value of net assets at end of year (total assets less liabilities)2020-12-31$40,130,910
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$35,325,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$31,262,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,223,017
Value of interest in pooled separate accounts at end of year2020-12-31$1,102,741
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,115,772
Interest on participant loans2020-12-31$15
Interest earned on other investments2020-12-31$305,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,761,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,986,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,025,429
Net investment gain/loss from pooled separate accounts2020-12-31$-9,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$743,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,900,816
Contract administrator fees2020-12-31$30,783
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : POMFRET SCHOOL 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$7,102,292
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,710,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,689,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,585,064
Value of total assets at end of year2019-12-31$35,325,112
Value of total assets at beginning of year2019-12-31$29,933,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,647
Total interest from all sources2019-12-31$314,316
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$638,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$638,029
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$742,547
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$122,781
Other income not declared elsewhere2019-12-31$9,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,391,310
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,325,112
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,933,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,223,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,065,454
Value of interest in pooled separate accounts at end of year2019-12-31$1,115,772
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,023,638
Interest earned on other investments2019-12-31$314,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,986,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,844,710
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$185,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,497,613
Net investment gain/loss from pooled separate accounts2019-12-31$57,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$719,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,503,590
Contract administrator fees2019-12-31$21,647
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
2018 : POMFRET SCHOOL 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$132,650
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,076,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,076,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,517,084
Value of total assets at end of year2018-12-31$29,933,802
Value of total assets at beginning of year2018-12-31$32,877,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$326,212
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$790,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$790,217
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$730,486
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$53,151
Other income not declared elsewhere2018-12-31$9,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,944,029
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,933,802
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,877,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,065,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,718,986
Value of interest in pooled separate accounts at end of year2018-12-31$1,023,638
Value of interest in pooled separate accounts at beginning of year2018-12-31$971,678
Interest earned on other investments2018-12-31$326,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,844,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,187,167
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$655,622
Net investment gain/loss from pooled separate accounts2018-12-31$46,467
Net gain/loss from 103.12 investment entities2018-12-31$-2,557,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$733,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,421,057
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : POMFRET SCHOOL 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$5,703,871
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,162,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,159,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,416,788
Value of total assets at end of year2017-12-31$32,877,831
Value of total assets at beginning of year2017-12-31$28,336,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,000
Total interest from all sources2017-12-31$329,025
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$380,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$380,456
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$665,320
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,882
Other income not declared elsewhere2017-12-31$10,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,541,487
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,877,831
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,336,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,718,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,967,970
Value of interest in pooled separate accounts at end of year2017-12-31$971,678
Value of interest in pooled separate accounts at beginning of year2017-12-31$951,656
Interest earned on other investments2017-12-31$329,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,187,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,416,718
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$328,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,525,688
Net investment gain/loss from pooled separate accounts2017-12-31$41,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$733,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$830,954
Contract administrator fees2017-12-31$3,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : POMFRET SCHOOL 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$3,214,928
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,830,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,827,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,499,397
Value of total assets at end of year2016-12-31$28,336,344
Value of total assets at beginning of year2016-12-31$26,951,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,000
Total interest from all sources2016-12-31$364,978
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$253,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$253,596
Administrative expenses professional fees incurred2016-12-31$3,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$614,591
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$158,755
Other income not declared elsewhere2016-12-31$8,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,384,822
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,336,344
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,951,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,967,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,756,270
Value of interest in pooled separate accounts at end of year2016-12-31$951,656
Value of interest in pooled separate accounts at beginning of year2016-12-31$836,529
Interest earned on other investments2016-12-31$364,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,416,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,358,723
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$143,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,043,253
Net investment gain/loss from pooled separate accounts2016-12-31$45,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$726,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,683,375
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : POMFRET SCHOOL 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,575,670
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,626,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,623,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,199,544
Value of total assets at end of year2015-12-31$26,951,522
Value of total assets at beginning of year2015-12-31$27,002,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,372
Total interest from all sources2015-12-31$344,664
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$255,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$255,099
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$555,570
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$3,177
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-51,216
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,951,522
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,002,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,756,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,395,120
Value of interest in pooled separate accounts at end of year2015-12-31$836,529
Value of interest in pooled separate accounts at beginning of year2015-12-31$783,235
Interest earned on other investments2015-12-31$344,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,358,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,816,327
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$286,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-286,952
Net investment gain/loss from pooled separate accounts2015-12-31$63,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$626,110
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$4,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,337,035
Contract administrator fees2015-12-31$3,372
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31O'CONNELL, PACE, AND COMPANY, P.C.
Accountancy firm EIN2015-12-31061056327
2014 : POMFRET SCHOOL 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$2,745,388
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,051,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,048,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,188,194
Value of total assets at end of year2014-12-31$27,002,738
Value of total assets at beginning of year2014-12-31$26,308,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,362
Total interest from all sources2014-12-31$366,176
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$158,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$158,777
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$544,588
Participant contributions at end of year2014-12-31$3,177
Participant contributions at beginning of year2014-12-31$2,891
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$693,979
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,002,738
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,308,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,395,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,799,662
Value of interest in pooled separate accounts at end of year2014-12-31$783,235
Value of interest in pooled separate accounts at beginning of year2014-12-31$657,772
Interest earned on other investments2014-12-31$366,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,816,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,843,560
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$160,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$952,300
Net investment gain/loss from pooled separate accounts2014-12-31$79,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$625,653
Employer contributions (assets) at end of year2014-12-31$4,879
Employer contributions (assets) at beginning of year2014-12-31$4,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,887,821
Contract administrator fees2014-12-31$3,362
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31O'CONNELL, PACE, AND COMPANY, P.C.
Accountancy firm EIN2014-12-31061056327
2013 : POMFRET SCHOOL 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$4,850,064
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$478,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$477,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,138,700
Value of total assets at end of year2013-12-31$26,308,759
Value of total assets at beginning of year2013-12-31$21,937,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,793
Total interest from all sources2013-12-31$353,766
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$97,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$97,693
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$510,824
Participant contributions at end of year2013-12-31$2,891
Participant contributions at beginning of year2013-12-31$2,674
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$17,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,371,243
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,308,759
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,937,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,799,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,602,395
Value of interest in pooled separate accounts at end of year2013-12-31$657,772
Value of interest in pooled separate accounts at beginning of year2013-12-31$619,438
Interest earned on other investments2013-12-31$353,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,843,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,708,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,201,382
Net investment gain/loss from pooled separate accounts2013-12-31$58,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$609,986
Employer contributions (assets) at end of year2013-12-31$4,874
Employer contributions (assets) at beginning of year2013-12-31$4,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$477,028
Contract administrator fees2013-12-31$1,793
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31O'CONNELL, PACE, AND COMPANY, P.C.
Accountancy firm EIN2013-12-31061056327
2012 : POMFRET SCHOOL 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$3,173,460
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$524,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$524,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,118,656
Value of total assets at end of year2012-12-31$21,937,516
Value of total assets at beginning of year2012-12-31$19,288,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$335,094
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$28,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$28,025
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$497,078
Participant contributions at end of year2012-12-31$2,674
Participant contributions at beginning of year2012-12-31$2,286
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$29,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,649,363
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,937,516
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,288,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,602,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,418,336
Value of interest in pooled separate accounts at end of year2012-12-31$619,438
Value of interest in pooled separate accounts at beginning of year2012-12-31$572,227
Interest earned on other investments2012-12-31$335,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,708,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,291,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,634,651
Net investment gain/loss from pooled separate accounts2012-12-31$57,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$592,365
Employer contributions (assets) at end of year2012-12-31$4,507
Employer contributions (assets) at beginning of year2012-12-31$4,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$524,097
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31O'CONNELL, PACE, AND COMPANY, P.C.
Accountancy firm EIN2012-12-31061056327
2011 : POMFRET SCHOOL 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$1,039,505
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$371,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$371,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,006,299
Value of total assets at end of year2011-12-31$19,288,153
Value of total assets at beginning of year2011-12-31$18,619,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$323,580
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,800
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$437,188
Participant contributions at end of year2011-12-31$2,286
Participant contributions at beginning of year2011-12-31$2,213
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$668,313
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,288,153
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,619,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,418,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,474,521
Value of interest in pooled separate accounts at end of year2011-12-31$572,227
Value of interest in pooled separate accounts at beginning of year2011-12-31$448,847
Interest earned on other investments2011-12-31$323,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,291,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,690,154
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$12,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-358,994
Net investment gain/loss from pooled separate accounts2011-12-31$61,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$551,296
Employer contributions (assets) at end of year2011-12-31$4,213
Employer contributions (assets) at beginning of year2011-12-31$4,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$359,080
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31O'CONNELL, PACE, AND COMPANY, P.C.
Accountancy firm EIN2011-12-31061056327
2010 : POMFRET SCHOOL 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$2,559,720
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$828,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$828,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$916,222
Value of total assets at end of year2010-12-31$18,619,840
Value of total assets at beginning of year2010-12-31$16,888,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$279,363
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,308
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$405,010
Participant contributions at end of year2010-12-31$2,213
Participant contributions at beginning of year2010-12-31$2,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,731,271
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,619,840
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,888,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,474,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,255,912
Value of interest in pooled separate accounts at end of year2010-12-31$448,847
Value of interest in pooled separate accounts at beginning of year2010-12-31$353,087
Interest earned on other investments2010-12-31$279,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,690,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,271,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,309,938
Net investment gain/loss from pooled separate accounts2010-12-31$51,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$511,212
Employer contributions (assets) at end of year2010-12-31$4,105
Employer contributions (assets) at beginning of year2010-12-31$5,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$828,449
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31O'CONNELL, PACE AND COMPANY, P.C.
Accountancy firm EIN2010-12-31061056327
2009 : POMFRET SCHOOL 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for POMFRET SCHOOL 403(B) RETIREMENT PLAN

2022: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: POMFRET SCHOOL 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500204
Policy instance 1
Insurance contract or identification number500204
Number of Individuals Covered253
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500204
Policy instance 1
Insurance contract or identification number500204
Number of Individuals Covered261
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500204
Policy instance 1
Insurance contract or identification number500204
Number of Individuals Covered273
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500204
Policy instance 1
Insurance contract or identification number500204
Number of Individuals Covered400
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500204
Policy instance 1
Insurance contract or identification number500204
Number of Individuals Covered401
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500204
Policy instance 1
Insurance contract or identification number500204
Number of Individuals Covered389
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337226/337225
Policy instance 1
Insurance contract or identification number337226/337225
Number of Individuals Covered375
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337226/337225
Policy instance 1
Insurance contract or identification number337226/337225
Number of Individuals Covered354
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337226/337225
Policy instance 1
Insurance contract or identification number337226/337225
Number of Individuals Covered341
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337226/337225
Policy instance 1
Insurance contract or identification number337226/337225
Number of Individuals Covered334
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337226/337225
Policy instance 1
Insurance contract or identification number337226/337225
Number of Individuals Covered328
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337226/337225
Policy instance 1
Insurance contract or identification number337226/337225
Number of Individuals Covered313
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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