401k Plan data: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN plan

THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: THE RECTORY SCHOOL

Employer identification number (EIN): 060646805

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01 TONYA RAYMENT 2023-04-07
001 2020-07-01 TONYA RAYMENT 2022-02-14
001 2019-07-01 TONYA RAYMENT 2021-04-12
001 2018-07-01 TONYA RAYMENT 2020-02-28
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 TONYA RAYMENT
001 2012-09-01 TONYA RAYMENT
001 2011-09-01 TONYA RAYMENT 2013-05-15
001 2010-09-01 FRED WILLIAMS 2012-12-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-07-01	TONYA RAYMENT	2023-04-07
001	2020-07-01	TONYA RAYMENT	2022-02-14
001	2019-07-01	TONYA RAYMENT	2021-04-12
001	2018-07-01	TONYA RAYMENT	2020-02-28
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01	TONYA RAYMENT
001	2012-09-01	TONYA RAYMENT
001	2011-09-01	TONYA RAYMENT	2013-05-15
001	2010-09-01	FRED WILLIAMS	2012-12-20

Plan Statistics for THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2021: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 279
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 113
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 179
Total of all active and inactive participants 2021-07-01 292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 292
Number of participants with account balances 2021-07-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 278
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 108
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 171
Total of all active and inactive participants 2020-07-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 279
Number of participants with account balances 2020-07-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 282
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 110
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 167
Total of all active and inactive participants 2019-07-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 278
Number of participants with account balances 2019-07-01 278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 280
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 114
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 168
Total of all active and inactive participants 2018-07-01 282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 282
Number of participants with account balances 2018-07-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 273
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 108
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 169
Total of all active and inactive participants 2017-07-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 277
Number of participants with account balances 2017-07-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 263
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 103
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 169
Total of all active and inactive participants 2016-07-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 272
Number of participants with account balances 2016-07-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 152
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 103
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 159
Total of all active and inactive participants 2015-07-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 263
Number of participants with account balances 2015-07-01 259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 152
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 102
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 50
Total of all active and inactive participants 2014-07-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 153
Number of participants with account balances 2014-07-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 139
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 107
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 45
Total of all active and inactive participants 2013-07-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 152
Number of participants with account balances 2013-07-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 131
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 97
Number of other retired or separated participants entitled to future benefits 2012-09-01 42
Total of all active and inactive participants 2012-09-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 139
Number of participants with account balances 2012-09-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0

Measure	Date	Value
2021: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	279
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	113
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	179
Total of all active and inactive participants	2021-07-01	292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	292
Number of participants with account balances	2021-07-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	278
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	108
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	171
Total of all active and inactive participants	2020-07-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	279
Number of participants with account balances	2020-07-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	282
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	110
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	167
Total of all active and inactive participants	2019-07-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	278
Number of participants with account balances	2019-07-01	278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	280
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	114
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	168
Total of all active and inactive participants	2018-07-01	282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	282
Number of participants with account balances	2018-07-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	273
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	108
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	169
Total of all active and inactive participants	2017-07-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	277
Number of participants with account balances	2017-07-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	263
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	103
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	169
Total of all active and inactive participants	2016-07-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	272
Number of participants with account balances	2016-07-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	152
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	103
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	159
Total of all active and inactive participants	2015-07-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	263
Number of participants with account balances	2015-07-01	259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	152
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	102
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	50
Total of all active and inactive participants	2014-07-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	153
Number of participants with account balances	2014-07-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	139
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	107
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	45
Total of all active and inactive participants	2013-07-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	152
Number of participants with account balances	2013-07-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	131
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	97
Number of other retired or separated participants entitled to future benefits	2012-09-01	42
Total of all active and inactive participants	2012-09-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	139
Number of participants with account balances	2012-09-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0

Financial Data on THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2022 : THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-1,114,075
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$717,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$645,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,020,202
Value of total assets at end of year	2022-06-30	$17,767,736
Value of total assets at beginning of year	2022-06-30	$19,599,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$71,892
Total interest from all sources	2022-06-30	$152,524
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$148,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$148,059
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$535,182
Participant contributions at end of year	2022-06-30	$125,522
Participant contributions at beginning of year	2022-06-30	$90,374
Participant contributions at end of year	2022-06-30	$22,376
Participant contributions at beginning of year	2022-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,831,960
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$17,767,736
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$19,599,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$12,711,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$15,076,764
Value of interest in pooled separate accounts at end of year	2022-06-30	$381,193
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$337,308
Income. Interest from loans (other than to participants)	2022-06-30	$5,266
Interest earned on other investments	2022-06-30	$147,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$4,342,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$4,095,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-2,507,982
Net investment gain/loss from pooled separate accounts	2022-06-30	$73,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$485,020
Employer contributions (assets) at end of year	2022-06-30	$184,673
Employer contributions (assets) at beginning of year	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$645,993
Contract administrator fees	2022-06-30	$71,892
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-06-30	410746749
2021 : THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$4,718,512
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$803,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$741,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$834,698
Value of total assets at end of year	2021-06-30	$19,599,696
Value of total assets at beginning of year	2021-06-30	$15,684,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$61,527
Total interest from all sources	2021-06-30	$150,612
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$99,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$99,028
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$502,864
Participant contributions at end of year	2021-06-30	$90,374
Participant contributions at beginning of year	2021-06-30	$84,834
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$208,528
Administrative expenses (other) incurred	2021-06-30	$61,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$3,915,355
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$19,599,696
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$15,684,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$15,076,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$11,380,600
Value of interest in pooled separate accounts at end of year	2021-06-30	$337,308
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$322,803
Interest on participant loans	2021-06-30	$5,515
Interest earned on other investments	2021-06-30	$145,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$4,095,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$3,896,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$3,612,830
Net investment gain/loss from pooled separate accounts	2021-06-30	$21,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$123,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$741,630
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-06-30	410746749
2020 : THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,558,478
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$969,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$927,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$878,003
Value of total assets at end of year	2020-06-30	$15,684,341
Value of total assets at beginning of year	2020-06-30	$15,095,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$42,523
Total interest from all sources	2020-06-30	$157,852
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$159,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$159,722
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$561,861
Participant contributions at end of year	2020-06-30	$84,834
Participant contributions at beginning of year	2020-06-30	$85,300
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$13,112
Administrative expenses (other) incurred	2020-06-30	$42,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$588,938
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$15,684,341
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$15,095,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$11,380,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$10,634,930
Value of interest in pooled separate accounts at end of year	2020-06-30	$322,803
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$355,795
Interest on participant loans	2020-06-30	$5,851
Interest earned on other investments	2020-06-30	$152,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$3,896,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$4,019,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$359,243
Net investment gain/loss from pooled separate accounts	2020-06-30	$3,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$303,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$927,017
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-06-30	410746749
2019 : THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,558,601
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$1,403,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,380,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$760,164
Value of total assets at end of year	2019-06-30	$15,095,403
Value of total assets at beginning of year	2019-06-30	$14,940,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$23,007
Total interest from all sources	2019-06-30	$163,710
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$71,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$71,472
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$174,926
Participant contributions at end of year	2019-06-30	$85,300
Participant contributions at beginning of year	2019-06-30	$73,261
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$10,011
Administrative expenses (other) incurred	2019-06-30	$23,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$155,251
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$15,095,403
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$14,940,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$10,634,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$10,286,537
Value of interest in pooled separate accounts at end of year	2019-06-30	$355,795
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$371,572
Interest on participant loans	2019-06-30	$1,750
Interest earned on other investments	2019-06-30	$161,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$4,019,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$4,208,782
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$16,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$544,509
Net investment gain/loss from pooled separate accounts	2019-06-30	$18,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$575,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,364,194
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	COHNREZNICK LLP
Accountancy firm EIN	2019-06-30	221478099
2018 : THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,934,672
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$866,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$853,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$707,106
Value of total assets at end of year	2018-06-30	$14,940,152
Value of total assets at beginning of year	2018-06-30	$13,872,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$12,873
Total interest from all sources	2018-06-30	$163,227
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$58,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$58,465
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$155,894
Participant contributions at end of year	2018-06-30	$73,261
Participant contributions at beginning of year	2018-06-30	$0
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$6,990
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$6,946
Administrative expenses (other) incurred	2018-06-30	$12,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,067,898
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$14,940,152
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$13,872,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$10,286,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$9,309,215
Value of interest in pooled separate accounts at end of year	2018-06-30	$371,572
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$390,766
Interest on participant loans	2018-06-30	$1,750
Interest earned on other investments	2018-06-30	$161,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$4,208,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$4,143,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$986,997
Net investment gain/loss from pooled separate accounts	2018-06-30	$18,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$544,266
Employer contributions (assets) at end of year	2018-06-30	$0
Employer contributions (assets) at beginning of year	2018-06-30	$21,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$853,901
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	COHNREZNICK LLP
Accountancy firm EIN	2018-06-30	221478099
2017 : THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$2,094,658
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$373,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$368,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$705,819
Value of total assets at end of year	2017-06-30	$13,872,254
Value of total assets at beginning of year	2017-06-30	$12,150,818
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$4,877
Total interest from all sources	2017-06-30	$171,717
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$19,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$19,978
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$397,176
Participant contributions at end of year	2017-06-30	$17,866
Participant contributions at beginning of year	2017-06-30	$15,737
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$56,303
Administrative expenses (other) incurred	2017-06-30	$4,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,721,436
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$13,872,254
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$12,150,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$9,309,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$7,542,065
Value of interest in pooled separate accounts at end of year	2017-06-30	$390,766
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$434,166
Interest earned on other investments	2017-06-30	$171,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$4,143,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$4,148,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$1,181,591
Net investment gain/loss from pooled separate accounts	2017-06-30	$15,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$252,340
Employer contributions (assets) at end of year	2017-06-30	$10,876
Employer contributions (assets) at beginning of year	2017-06-30	$10,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$368,345
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	COHNREZNICK LLP
Accountancy firm EIN	2017-06-30	221478099
2016 : THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets to this plan	2016-06-30	$2,850,960
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$700,495
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$483,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$483,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$629,014
Value of total assets at end of year	2016-06-30	$12,150,818
Value of total assets at beginning of year	2016-06-30	$9,082,938
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$0
Total interest from all sources	2016-06-30	$165,276
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$366,979
Participant contributions at end of year	2016-06-30	$15,737
Participant contributions at beginning of year	2016-06-30	$13,575
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$12,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$216,920
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$12,150,818
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$9,082,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$7,542,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$5,841,371
Value of interest in pooled separate accounts at end of year	2016-06-30	$434,166
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$353,664
Interest earned on other investments	2016-06-30	$165,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$4,148,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$2,861,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-122,106
Net investment gain/loss from pooled separate accounts	2016-06-30	$28,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$249,868
Employer contributions (assets) at end of year	2016-06-30	$10,357
Employer contributions (assets) at beginning of year	2016-06-30	$12,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$483,575
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	COHNREZNICK LLP
Accountancy firm EIN	2016-06-30	221478099
2015 : THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$942,778
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$621,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$621,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$574,984
Value of total assets at end of year	2015-06-30	$9,082,938
Value of total assets at beginning of year	2015-06-30	$8,761,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$0
Total interest from all sources	2015-06-30	$108,098
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$323,790
Participant contributions at end of year	2015-06-30	$13,575
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$16,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$321,409
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$9,082,938
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$8,761,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$5,841,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$5,881,805
Value of interest in pooled separate accounts at end of year	2015-06-30	$353,664
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$300,981
Interest earned on other investments	2015-06-30	$108,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$2,861,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$2,578,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$226,267
Net investment gain/loss from pooled separate accounts	2015-06-30	$33,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$234,854
Employer contributions (assets) at end of year	2015-06-30	$12,506
Employer contributions (assets) at beginning of year	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$621,369
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	COHNREZNICK LLP
Accountancy firm EIN	2015-06-30	221478099
2014 : THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,631,015
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$140,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$140,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$533,316
Value of total assets at end of year	2014-06-30	$8,761,529
Value of total assets at beginning of year	2014-06-30	$7,271,101
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$99,688
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$309,927
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$14,460
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$9,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,490,428
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$8,761,529
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$7,271,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$5,881,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$4,607,801
Value of interest in pooled separate accounts at end of year	2014-06-30	$300,981
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$258,993
Interest earned on other investments	2014-06-30	$99,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$2,578,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$2,381,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$969,259
Net investment gain/loss from pooled separate accounts	2014-06-30	$28,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$214,256
Employer contributions (assets) at end of year	2014-06-30	$0
Employer contributions (assets) at beginning of year	2014-06-30	$8,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$140,587
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	COHNREZNICK LLP
Accountancy firm EIN	2014-06-30	221478099
2013 : THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total transfer of assets to this plan	2013-06-30	$1,324,206
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$839,846
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$133,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$133,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$383,316
Value of total assets at end of year	2013-06-30	$7,271,101
Value of total assets at beginning of year	2013-06-30	$5,240,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$65,332
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$179,976
Participant contributions at end of year	2013-06-30	$14,460
Participant contributions at beginning of year	2013-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$23,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$706,160
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$7,271,101
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$5,240,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$4,607,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$3,168,763
Value of interest in pooled separate accounts at end of year	2013-06-30	$258,993
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$168,483
Interest earned on other investments	2013-06-30	$65,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$2,381,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,903,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$378,410
Net investment gain/loss from pooled separate accounts	2013-06-30	$12,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$179,976
Employer contributions (assets) at end of year	2013-06-30	$8,420
Employer contributions (assets) at beginning of year	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$133,686
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	COHNREZNICK LLP
Accountancy firm EIN	2013-06-30	221478099

Form 5500 Responses for THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2021: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	137
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $143
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	143
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

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

Policy contract number

337227

Policy instance

Insurance contract or identification number	337227
Number of Individuals Covered	203
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	134
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $29
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	29
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

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

Policy contract number

337227

Policy instance

Insurance contract or identification number	337227
Number of Individuals Covered	212
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	132
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	10
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

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

Policy contract number

337227

Policy instance

Insurance contract or identification number	337227
Number of Individuals Covered	218
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	130
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

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

Policy contract number

337227

Policy instance

Insurance contract or identification number	337227
Number of Individuals Covered	222
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	123
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

337227

Policy instance

Insurance contract or identification number	337227
Number of Individuals Covered	232
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

337227

Policy instance

Insurance contract or identification number	337227
Number of Individuals Covered	259
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

337227

Policy instance

Insurance contract or identification number	337227
Number of Individuals Covered	152
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

337227

Policy instance

Insurance contract or identification number	337227
Number of Individuals Covered	144
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

337227

Policy instance

Insurance contract or identification number	337227
Number of Individuals Covered	139
Insurance policy start date	2012-09-01
Insurance policy end date	2013-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	THE RECTORY SCHOOL
Employer identification number (EIN):	060646805
NAIC Classification:	611000