401k Plan data: THE LOOMIS INSTITUTE PENSION PLAN plan

THE LOOMIS INSTITUTE PENSION PLAN 401k Plan overview

Plan Name	THE LOOMIS INSTITUTE PENSION PLAN
Plan identification number	001

THE LOOMIS INSTITUTE PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LOOMIS INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: LOOMIS INSTITUTE

Employer identification number (EIN): 060653119

NAIC Classification: 611000

Additional information about LOOMIS INSTITUTE

Jurisdiction of Incorporation: District of Columbia Corporations Division

Incorporation Date:

Company Identification Number: 002379

More information about LOOMIS INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LOOMIS INSTITUTE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 KELLY HASENBALG KELLY HASENBALG 2018-12-12
001 2016-07-01 KELLY HASENBALG KELLY HASENBALG 2018-03-28
001 2015-07-01 KELLY HASENBALG KELLY HASENBALG 2017-04-10
001 2014-07-01 KELLY HASENBALG KELLY HASENBALG 2016-04-05
001 2013-07-01 KELLY HASENBALG
001 2012-07-01 JULIA KNIGHT JULIA KNIGHT 2014-02-04
001 2011-07-01 JULIA KNIGHT JULIA KNIGHT 2013-01-23
001 2009-07-01 JULIA KNIGHT JULIA KNIGHT 2011-04-04
001 2008-07-01 JULIA KNIGHT

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	KELLY HASENBALG	KELLY HASENBALG	2018-12-12
001	2016-07-01	KELLY HASENBALG	KELLY HASENBALG	2018-03-28
001	2015-07-01	KELLY HASENBALG	KELLY HASENBALG	2017-04-10
001	2014-07-01	KELLY HASENBALG	KELLY HASENBALG	2016-04-05
001	2013-07-01	KELLY HASENBALG
001	2012-07-01	JULIA KNIGHT	JULIA KNIGHT	2014-02-04
001	2011-07-01	JULIA KNIGHT	JULIA KNIGHT	2013-01-23
001	2009-07-01	JULIA KNIGHT	JULIA KNIGHT	2011-04-04
001	2008-07-01	JULIA KNIGHT

Plan Statistics for THE LOOMIS INSTITUTE PENSION PLAN

401k plan membership statisitcs for THE LOOMIS INSTITUTE PENSION PLAN

Measure Date Value
2022: THE LOOMIS INSTITUTE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 599
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 305
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 320
Total of all active and inactive participants 2022-07-01 625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 12
Total participants 2022-07-01 637
Number of participants with account balances 2022-07-01 626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: THE LOOMIS INSTITUTE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 563
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 321
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 275
Total of all active and inactive participants 2021-07-01 596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 10
Total participants 2021-07-01 606
Number of participants with account balances 2021-07-01 593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: THE LOOMIS INSTITUTE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 555
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 286
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 276
Total of all active and inactive participants 2020-07-01 562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 4
Total participants 2020-07-01 566
Number of participants with account balances 2020-07-01 562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: THE LOOMIS INSTITUTE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 540
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 276
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 276
Total of all active and inactive participants 2019-07-01 552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 3
Total participants 2019-07-01 555
Number of participants with account balances 2019-07-01 552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: THE LOOMIS INSTITUTE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 540
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 274
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 266
Total of all active and inactive participants 2018-07-01 540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 540
Number of participants with account balances 2018-07-01 538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: THE LOOMIS INSTITUTE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 511
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 291
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 245
Total of all active and inactive participants 2017-07-01 536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 536
Number of participants with account balances 2017-07-01 531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: THE LOOMIS INSTITUTE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 491
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 264
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 247
Total of all active and inactive participants 2016-07-01 511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 511
Number of participants with account balances 2016-07-01 508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: THE LOOMIS INSTITUTE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 474
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 237
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 246
Total of all active and inactive participants 2015-07-01 483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 484
Number of participants with account balances 2015-07-01 486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: THE LOOMIS INSTITUTE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 475
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 234
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 243
Total of all active and inactive participants 2014-07-01 477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 478
Number of participants with account balances 2014-07-01 474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: THE LOOMIS INSTITUTE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 483
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 284
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 191
Total of all active and inactive participants 2013-07-01 475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 475
Number of participants with account balances 2013-07-01 456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: THE LOOMIS INSTITUTE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 471
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 318
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 167
Total of all active and inactive participants 2012-07-01 485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 485
Number of participants with account balances 2012-07-01 458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: THE LOOMIS INSTITUTE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 454
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 299
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 170
Total of all active and inactive participants 2011-07-01 469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 1
Total participants 2011-07-01 470
Number of participants with account balances 2011-07-01 440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: THE LOOMIS INSTITUTE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 431
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 249
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 164
Total of all active and inactive participants 2009-07-01 413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 4
Total participants 2009-07-01 417
Number of participants with account balances 2009-07-01 413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: THE LOOMIS INSTITUTE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	599
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	305
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	320
Total of all active and inactive participants	2022-07-01	625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	12
Total participants	2022-07-01	637
Number of participants with account balances	2022-07-01	626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: THE LOOMIS INSTITUTE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	563
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	321
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	275
Total of all active and inactive participants	2021-07-01	596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	10
Total participants	2021-07-01	606
Number of participants with account balances	2021-07-01	593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: THE LOOMIS INSTITUTE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	555
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	286
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	276
Total of all active and inactive participants	2020-07-01	562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	4
Total participants	2020-07-01	566
Number of participants with account balances	2020-07-01	562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: THE LOOMIS INSTITUTE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	540
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	276
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	276
Total of all active and inactive participants	2019-07-01	552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	3
Total participants	2019-07-01	555
Number of participants with account balances	2019-07-01	552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: THE LOOMIS INSTITUTE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	540
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	274
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	266
Total of all active and inactive participants	2018-07-01	540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	540
Number of participants with account balances	2018-07-01	538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: THE LOOMIS INSTITUTE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	511
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	291
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	245
Total of all active and inactive participants	2017-07-01	536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	536
Number of participants with account balances	2017-07-01	531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: THE LOOMIS INSTITUTE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	491
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	264
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	247
Total of all active and inactive participants	2016-07-01	511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	511
Number of participants with account balances	2016-07-01	508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: THE LOOMIS INSTITUTE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	474
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	237
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	246
Total of all active and inactive participants	2015-07-01	483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	484
Number of participants with account balances	2015-07-01	486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: THE LOOMIS INSTITUTE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	475
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	234
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	243
Total of all active and inactive participants	2014-07-01	477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	478
Number of participants with account balances	2014-07-01	474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: THE LOOMIS INSTITUTE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	483
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	284
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	191
Total of all active and inactive participants	2013-07-01	475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	475
Number of participants with account balances	2013-07-01	456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: THE LOOMIS INSTITUTE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	471
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	318
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	167
Total of all active and inactive participants	2012-07-01	485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	485
Number of participants with account balances	2012-07-01	458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: THE LOOMIS INSTITUTE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	454
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	299
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	170
Total of all active and inactive participants	2011-07-01	469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	1
Total participants	2011-07-01	470
Number of participants with account balances	2011-07-01	440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: THE LOOMIS INSTITUTE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	431
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	249
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	164
Total of all active and inactive participants	2009-07-01	413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	4
Total participants	2009-07-01	417
Number of participants with account balances	2009-07-01	413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on THE LOOMIS INSTITUTE PENSION PLAN

Measure	Date	Value
2023 : THE LOOMIS INSTITUTE PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$14,457,036
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$4,647,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$4,627,210
Expenses. Certain deemed distributions of participant loans	2023-06-30	$10,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$4,259,017
Value of total assets at end of year	2023-06-30	$111,116,335
Value of total assets at beginning of year	2023-06-30	$101,306,753
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$9,728
Total interest from all sources	2023-06-30	$1,116,637
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$2,299,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$2,299,250
Administrative expenses professional fees incurred	2023-06-30	$478
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$1,871,814
Participant contributions at end of year	2023-06-30	$132,744
Participant contributions at beginning of year	2023-06-30	$86,392
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$507,891
Other income not declared elsewhere	2023-06-30	$37,874
Administrative expenses (other) incurred	2023-06-30	$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$9,809,582
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$111,116,335
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$101,306,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Investment advisory and management fees	2023-06-30	$9,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$77,366,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$67,024,586
Value of interest in pooled separate accounts at end of year	2023-06-30	$6,177,160
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$6,898,560
Interest on participant loans	2023-06-30	$5,826
Interest earned on other investments	2023-06-30	$1,110,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$27,439,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$27,297,215
Expenses. Payments to insurance carriers foe the provision of benefits	2023-06-30	$110,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$7,367,982
Net investment gain/loss from pooled separate accounts	2023-06-30	$-623,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$1,879,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$4,517,210
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-06-30	410746749
2022 : THE LOOMIS INSTITUTE PENSION 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	$-6,682,784
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$5,374,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$5,349,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$4,128,295
Value of total assets at end of year	2022-06-30	$101,306,753
Value of total assets at beginning of year	2022-06-30	$113,364,106
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$24,717
Total interest from all sources	2022-06-30	$929,931
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$3,523,167
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	$3,523,167
Administrative expenses professional fees incurred	2022-06-30	$11,117
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$1,723,454
Participant contributions at end of year	2022-06-30	$86,392
Participant contributions at beginning of year	2022-06-30	$13,519
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$690,667
Other income not declared elsewhere	2022-06-30	$46,113
Administrative expenses (other) incurred	2022-06-30	$100
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	$-12,057,353
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$101,306,753
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$113,364,106
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
Investment advisory and management fees	2022-06-30	$13,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$67,024,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$82,458,879
Value of interest in pooled separate accounts at end of year	2022-06-30	$6,898,560
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$5,851,182
Interest on participant loans	2022-06-30	$2,888
Interest earned on other investments	2022-06-30	$927,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$27,297,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$25,040,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-16,609,755
Net investment gain/loss from pooled separate accounts	2022-06-30	$1,299,465
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	$1,714,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$5,349,852
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 LOOMIS INSTITUTE PENSION 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	$26,880,463
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$5,967,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$5,939,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$3,905,232
Value of total assets at end of year	2021-06-30	$113,364,106
Value of total assets at beginning of year	2021-06-30	$92,451,038
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$28,178
Total interest from all sources	2021-06-30	$888,902
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$2,512,754
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	$2,512,754
Administrative expenses professional fees incurred	2021-06-30	$12,474
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$1,588,285
Participant contributions at end of year	2021-06-30	$13,519
Participant contributions at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$714,115
Other income not declared elsewhere	2021-06-30	$40,504
Administrative expenses (other) incurred	2021-06-30	$225
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	$20,913,068
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$113,364,106
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$92,451,038
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
Investment advisory and management fees	2021-06-30	$15,479
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$82,458,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$62,338,383
Value of interest in pooled separate accounts at end of year	2021-06-30	$5,851,182
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$5,615,595
Interest on participant loans	2021-06-30	$48
Interest earned on other investments	2021-06-30	$888,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$25,040,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$24,497,060
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$1,013,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$19,155,305
Net investment gain/loss from pooled separate accounts	2021-06-30	$377,766
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	$1,602,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$4,925,753
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 LOOMIS INSTITUTE PENSION 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	$8,680,815
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$5,758,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$5,672,996
Value of total corrective distributions	2020-06-30	$67,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$5,533,970
Value of total assets at end of year	2020-06-30	$92,451,038
Value of total assets at beginning of year	2020-06-30	$89,528,908
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$18,000
Total interest from all sources	2020-06-30	$919,634
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$1,370,172
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	$1,370,172
Administrative expenses professional fees incurred	2020-06-30	$9,000
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$1,767,367
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$2,026,643
Other income not declared elsewhere	2020-06-30	$39,411
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	$2,922,130
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$92,451,038
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$89,528,908
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
Investment advisory and management fees	2020-06-30	$9,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$62,338,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$59,657,692
Value of interest in pooled separate accounts at end of year	2020-06-30	$5,615,595
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$5,946,583
Interest earned on other investments	2020-06-30	$919,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$24,497,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$23,924,633
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$214,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$752,560
Net investment gain/loss from pooled separate accounts	2020-06-30	$65,068
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	$1,739,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$5,458,144
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 LOOMIS INSTITUTE PENSION 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	$8,859,682
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$4,866,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$4,857,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$4,433,983
Value of total assets at end of year	2019-06-30	$89,528,908
Value of total assets at beginning of year	2019-06-30	$85,536,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$9,000
Total interest from all sources	2019-06-30	$925,900
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$1,922,474
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	$1,922,474
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
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	$1,549,647
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$13,983
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$1,318,865
Other income not declared elsewhere	2019-06-30	$46,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$3,992,791
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$89,528,908
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$85,536,117
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
Investment advisory and management fees	2019-06-30	$9,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$59,657,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$56,808,305
Value of interest in pooled separate accounts at end of year	2019-06-30	$5,946,583
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$5,609,680
Interest earned on other investments	2019-06-30	$925,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$23,924,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$23,089,337
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$196,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$1,234,758
Net investment gain/loss from pooled separate accounts	2019-06-30	$296,040
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	$1,565,471
Employer contributions (assets) at end of year	2019-06-30	$0
Employer contributions (assets) at beginning of year	2019-06-30	$14,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$4,661,201
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	BLUM SHAPIRO & CO., P.C.
Accountancy firm EIN	2019-06-30	061009205
2018 : THE LOOMIS INSTITUTE PENSION 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	$10,206,345
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$5,728,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$5,711,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$3,134,891
Value of total assets at end of year	2018-06-30	$85,536,117
Value of total assets at beginning of year	2018-06-30	$81,058,329
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$17,500
Total interest from all sources	2018-06-30	$849,102
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$1,032,595
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	$1,032,595
Administrative expenses professional fees incurred	2018-06-30	$8,500
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	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	$1,514,515
Participant contributions at end of year	2018-06-30	$13,983
Participant contributions at beginning of year	2018-06-30	$1,151
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$132,142
Other income not declared elsewhere	2018-06-30	$30,223
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	$4,477,788
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$85,536,117
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$81,058,329
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
Investment advisory and management fees	2018-06-30	$9,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$56,808,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$53,811,252
Value of interest in pooled separate accounts at end of year	2018-06-30	$5,609,680
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$5,363,641
Interest earned on other investments	2018-06-30	$849,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$23,089,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$21,880,048
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$377,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$4,888,796
Net investment gain/loss from pooled separate accounts	2018-06-30	$270,738
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	$1,488,234
Employer contributions (assets) at end of year	2018-06-30	$14,812
Employer contributions (assets) at beginning of year	2018-06-30	$2,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$5,333,227
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	BLUM SHAPIRO & CO., P.C.
Accountancy firm EIN	2018-06-30	061009205
2017 : THE LOOMIS INSTITUTE PENSION 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	$12,106,159
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$2,634,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$2,627,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$3,425,720
Value of total assets at end of year	2017-06-30	$81,058,329
Value of total assets at beginning of year	2017-06-30	$71,586,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$6,750
Total interest from all sources	2017-06-30	$879,442
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$557,214
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	$557,214
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$1,472,568
Participant contributions at end of year	2017-06-30	$1,151
Participant contributions at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$522,581
Other income not declared elsewhere	2017-06-30	$26,465
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	$9,471,881
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$81,058,329
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$71,586,448
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
Investment advisory and management fees	2017-06-30	$6,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$53,811,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$45,653,311
Value of interest in pooled separate accounts at end of year	2017-06-30	$5,363,641
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$4,992,525
Interest earned on other investments	2017-06-30	$879,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$21,880,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$20,940,612
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$98,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$7,017,287
Net investment gain/loss from pooled separate accounts	2017-06-30	$200,031
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	$1,430,571
Employer contributions (assets) at end of year	2017-06-30	$2,237
Employer contributions (assets) at beginning of year	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$2,529,354
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	BLUM SHAPIRO & CO., P.C.
Accountancy firm EIN	2017-06-30	061009205
2016 : THE LOOMIS INSTITUTE PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$3,877,074
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$7,504,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$7,492,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$3,486,489
Value of total assets at end of year	2016-06-30	$71,586,448
Value of total assets at beginning of year	2016-06-30	$75,214,238
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$12,235
Total interest from all sources	2016-06-30	$849,507
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$713,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$713,515
Administrative expenses professional fees incurred	2016-06-30	$12,235
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$1,483,180
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$542,774
Other income not declared elsewhere	2016-06-30	$31,884
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	$-3,627,790
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$71,586,448
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$75,214,238
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	$45,653,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$49,843,397
Value of interest in pooled separate accounts at end of year	2016-06-30	$4,992,525
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$4,797,439
Interest earned on other investments	2016-06-30	$849,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$20,940,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$20,573,402
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$187,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-1,532,202
Net investment gain/loss from pooled separate accounts	2016-06-30	$327,881
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	$1,460,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$7,304,971
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	BLUM SHAPIRO & CO., P.C.
Accountancy firm EIN	2016-06-30	061009205
2015 : THE LOOMIS INSTITUTE PENSION 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	$6,705,723
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$4,739,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$4,739,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$3,435,118
Value of total assets at end of year	2015-06-30	$75,214,238
Value of total assets at beginning of year	2015-06-30	$73,248,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$0
Total interest from all sources	2015-06-30	$841,724
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$662,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$662,171
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$1,451,959
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$957
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$542,599
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	$1,966,193
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$75,214,238
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$73,248,045
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	$49,843,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$48,851,424
Value of interest in pooled separate accounts at end of year	2015-06-30	$4,797,439
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$4,120,655
Interest earned on other investments	2015-06-30	$841,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$20,573,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$20,273,685
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$56,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$1,315,832
Net investment gain/loss from pooled separate accounts	2015-06-30	$450,878
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	$1,440,560
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$1,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$4,682,859
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	BLUM SHAPIRO
Accountancy firm EIN	2015-06-30	061009205
2014 : THE LOOMIS INSTITUTE PENSION 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	$13,428,274
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$7,333,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$7,333,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$3,528,731
Value of total assets at end of year	2014-06-30	$73,248,045
Value of total assets at beginning of year	2014-06-30	$67,152,945
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$860,952
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$525,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$525,969
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	$1,393,037
Participant contributions at end of year	2014-06-30	$957
Participant contributions at beginning of year	2014-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$721,833
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	$6,095,100
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$73,248,045
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$67,152,945
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	$48,851,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$43,083,872
Value of interest in pooled separate accounts at end of year	2014-06-30	$4,120,655
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$3,465,596
Interest earned on other investments	2014-06-30	$860,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$20,273,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$20,603,477
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$1,216,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$8,112,878
Net investment gain/loss from pooled separate accounts	2014-06-30	$399,744
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	$1,413,861
Employer contributions (assets) at end of year	2014-06-30	$1,324
Employer contributions (assets) at beginning of year	2014-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$6,117,099
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	BLUM SHAPIRO
Accountancy firm EIN	2014-06-30	061009205
2013 : THE LOOMIS INSTITUTE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$10,009,857
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$4,863,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$4,863,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$3,181,595
Value of total assets at end of year	2013-06-30	$67,152,945
Value of total assets at beginning of year	2013-06-30	$62,006,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$808,763
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$147,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$147,123
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	$1,396,331
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$431,356
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	$5,146,584
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$67,152,945
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$62,006,361
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	$43,083,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$39,056,229
Value of interest in pooled separate accounts at end of year	2013-06-30	$3,465,596
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$2,641,011
Interest earned on other investments	2013-06-30	$808,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$20,603,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$20,309,121
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$471,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$5,620,630
Net investment gain/loss from pooled separate accounts	2013-06-30	$251,746
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	$1,353,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$4,391,840
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	BLUM SHAPIRO
Accountancy firm EIN	2013-06-30	061009205
2012 : THE LOOMIS INSTITUTE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total transfer of assets to this plan	2012-06-30	$7,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$3,659,456
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$2,575,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$2,575,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$2,827,503
Value of total assets at end of year	2012-06-30	$62,006,361
Value of total assets at beginning of year	2012-06-30	$60,915,243
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$804,546
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$72,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$72,204
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$1,311,689
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$179,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$1,083,782
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$62,006,361
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$60,915,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$39,056,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$38,397,690
Value of interest in pooled separate accounts at end of year	2012-06-30	$2,641,011
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$2,255,573
Interest earned on other investments	2012-06-30	$804,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$20,309,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$20,261,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-302,335
Net investment gain/loss from pooled separate accounts	2012-06-30	$257,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$1,336,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$2,575,674
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	BLUM SHAPIRO
Accountancy firm EIN	2012-06-30	061009205
2011 : THE LOOMIS INSTITUTE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total transfer of assets to this plan	2011-06-30	$10,021,637
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$10,063,603
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$5,061,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$5,061,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$2,095,328
Value of total assets at end of year	2011-06-30	$60,915,243
Value of total assets at beginning of year	2011-06-30	$45,891,122
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$689,745
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$20,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$20,759
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$783,886
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$19,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$5,002,484
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$60,915,243
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$45,891,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$38,397,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$27,354,710
Value of interest in pooled separate accounts at end of year	2011-06-30	$2,255,573
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$1,159,880
Interest earned on other investments	2011-06-30	$689,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$20,261,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$17,376,532
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$487,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$7,017,209
Net investment gain/loss from pooled separate accounts	2011-06-30	$240,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$1,291,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$4,573,915
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	BLUM SHAPIRO
Accountancy firm EIN	2011-06-30	061009205
2010 : THE LOOMIS INSTITUTE PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for THE LOOMIS INSTITUTE PENSION PLAN

2022: THE LOOMIS INSTITUTE PENSION PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: THE LOOMIS INSTITUTE PENSION 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 LOOMIS INSTITUTE PENSION 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 LOOMIS INSTITUTE PENSION 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 LOOMIS INSTITUTE PENSION 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 LOOMIS INSTITUTE PENSION 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 LOOMIS INSTITUTE PENSION 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 LOOMIS INSTITUTE PENSION 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 LOOMIS INSTITUTE PENSION 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 LOOMIS INSTITUTE PENSION 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 LOOMIS INSTITUTE PENSION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: THE LOOMIS INSTITUTE PENSION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: THE LOOMIS INSTITUTE PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
2008: THE LOOMIS INSTITUTE PENSION PLAN 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

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

Policy contract number

104595

Policy instance

Insurance contract or identification number	104595
Number of Individuals Covered	308
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104595

Policy instance

Insurance contract or identification number	104595
Number of Individuals Covered	317
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 $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104595

Policy instance

Insurance contract or identification number	104595
Number of Individuals Covered	314
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 $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104595

Policy instance

Insurance contract or identification number	104595
Number of Individuals Covered	324
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 $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104595

Policy instance

Insurance contract or identification number	104595
Number of Individuals Covered	326
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 $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104595

Policy instance

Insurance contract or identification number	104595
Number of Individuals Covered	337
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104595

Policy instance

Insurance contract or identification number	104595
Number of Individuals Covered	355
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104595

Policy instance

Insurance contract or identification number	104595
Number of Individuals Covered	364
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104595

Policy instance

Insurance contract or identification number	104595
Number of Individuals Covered	456
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104595

Policy instance

Insurance contract or identification number	104595
Number of Individuals Covered	458
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104595

Policy instance

Insurance contract or identification number	104595
Number of Individuals Covered	440
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104595

Policy instance

Insurance contract or identification number	104595
Number of Individuals Covered	424
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LOOMIS INSTITUTE
Employer identification number (EIN):	060653119
NAIC Classification:	611000

Jurisdiction of Incorporation:	District of Columbia Corporations Division
Incorporation Date:
Company Identification Number:	002379