401k Plan data: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN plan

CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 401k Plan overview

Plan Name	CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN
Plan identification number	001

CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

CHOATE ROSEMARY HALL FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHOATE ROSEMARY HALL FOUNDATION, INC.

Employer identification number (EIN): 060910420

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JENNIFER UPTON-GRAYSON 2023-10-16 JENNIFER UPTON-GRAYSON 2023-10-16
001 2021-01-01 JENNIFER UPTON-GRAYSON 2022-10-17 JENNIFER UPTON-GRAYSON 2022-10-17
001 2020-01-01 JENNIFER UPTON-GRAYSON 2021-09-27 JENNIFER UPTON-GRAYSON 2021-09-27
001 2019-01-01 HEATHER LAFONTAINE 2020-10-14 HEATHER LAFONTAINE 2020-10-14
001 2019-01-01 HEATHER LAFONTAINE 2020-10-29 HEATHER LAFONTAINE 2020-10-29
001 2018-01-01
001 2017-01-01 HEATHER LAFONTAINE HEATHER LAFONTAINE 2018-10-05
001 2016-01-01 HEATHER LAFONTAINE HEATHER LAFONTAINE 2017-09-01
001 2015-01-01 HEATHER LAFONTAINE HEATHER LAFONTAINE 2016-08-25
001 2014-01-01
001 2013-01-01 EDWARD T. GRIFFIN EDWARD T. GRIFFIN 2014-09-26
001 2012-01-01 EDWARD T. GRIFFIN EDWARD T. GRIFFIN 2013-08-12
001 2011-01-01 EDWARD T. GRIFFIN EDWARD T. GRIFFIN 2012-09-19
001 2010-01-01 EDWARD T. GRIFFIN
001 2009-01-01 EDWARD T GRIFFIN EDWARD T GRIFFIN 2010-10-14
001 2009-01-01 EDWARD T GRIFFIN EDWARD T GRIFFIN 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JENNIFER UPTON-GRAYSON	2023-10-16	JENNIFER UPTON-GRAYSON	2023-10-16
001	2021-01-01	JENNIFER UPTON-GRAYSON	2022-10-17	JENNIFER UPTON-GRAYSON	2022-10-17
001	2020-01-01	JENNIFER UPTON-GRAYSON	2021-09-27	JENNIFER UPTON-GRAYSON	2021-09-27
001	2019-01-01	HEATHER LAFONTAINE	2020-10-14	HEATHER LAFONTAINE	2020-10-14
001	2019-01-01	HEATHER LAFONTAINE	2020-10-29	HEATHER LAFONTAINE	2020-10-29
001	2018-01-01
001	2017-01-01	HEATHER LAFONTAINE		HEATHER LAFONTAINE	2018-10-05
001	2016-01-01	HEATHER LAFONTAINE		HEATHER LAFONTAINE	2017-09-01
001	2015-01-01	HEATHER LAFONTAINE		HEATHER LAFONTAINE	2016-08-25
001	2014-01-01
001	2013-01-01	EDWARD T. GRIFFIN		EDWARD T. GRIFFIN	2014-09-26
001	2012-01-01	EDWARD T. GRIFFIN		EDWARD T. GRIFFIN	2013-08-12
001	2011-01-01	EDWARD T. GRIFFIN		EDWARD T. GRIFFIN	2012-09-19
001	2010-01-01	EDWARD T. GRIFFIN
001	2009-01-01	EDWARD T GRIFFIN		EDWARD T GRIFFIN	2010-10-14
001	2009-01-01	EDWARD T GRIFFIN		EDWARD T GRIFFIN	2010-10-14

Plan Statistics for CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN

401k plan membership statisitcs for CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN

Measure Date Value
2022: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 975
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 326
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 655
Total of all active and inactive participants 2022-01-01 981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 13
Total participants 2022-01-01 994
Number of participants with account balances 2022-01-01 984
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 958
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 333
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 640
Total of all active and inactive participants 2021-01-01 973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 15
Total participants 2021-01-01 988
Number of participants with account balances 2021-01-01 976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 956
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 327
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 628
Total of all active and inactive participants 2020-01-01 955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 4
Total participants 2020-01-01 959
Number of participants with account balances 2020-01-01 958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 934
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 346
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 605
Total of all active and inactive participants 2019-01-01 951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 5
Total participants 2019-01-01 956
Number of participants with account balances 2019-01-01 955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 15
2018: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 914
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 339
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 590
Total of all active and inactive participants 2018-01-01 929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 5
Total participants 2018-01-01 934
Number of participants with account balances 2018-01-01 932
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 899
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 337
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 572
Total of all active and inactive participants 2017-01-01 909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 5
Total participants 2017-01-01 914
Number of participants with account balances 2017-01-01 913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 16
2016: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 895
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 348
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 546
Total of all active and inactive participants 2016-01-01 894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 5
Total participants 2016-01-01 899
Number of participants with account balances 2016-01-01 894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 10
2015: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 918
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 342
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 552
Total of all active and inactive participants 2015-01-01 894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 895
Number of participants with account balances 2015-01-01 891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 915
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 368
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 549
Total of all active and inactive participants 2014-01-01 917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 918
Number of participants with account balances 2014-01-01 915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 14
2013: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 922
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 359
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 555
Total of all active and inactive participants 2013-01-01 914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 915
Number of participants with account balances 2013-01-01 909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 12
2012: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 899
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 357
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 564
Total of all active and inactive participants 2012-01-01 921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 922
Number of participants with account balances 2012-01-01 914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 16
2011: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 888
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 326
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 530
Total of all active and inactive participants 2011-01-01 856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 858
Number of participants with account balances 2011-01-01 858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 18
2010: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 864
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 402
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 475
Total of all active and inactive participants 2010-01-01 877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 879
Number of participants with account balances 2010-01-01 830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 10
2009: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 855
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 293
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 522
Total of all active and inactive participants 2009-01-01 815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 816
Number of participants with account balances 2009-01-01 816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 11

Measure	Date	Value
2022: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	975
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	326
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	655
Total of all active and inactive participants	2022-01-01	981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	13
Total participants	2022-01-01	994
Number of participants with account balances	2022-01-01	984
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	958
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	333
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	640
Total of all active and inactive participants	2021-01-01	973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	15
Total participants	2021-01-01	988
Number of participants with account balances	2021-01-01	976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	956
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	327
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	628
Total of all active and inactive participants	2020-01-01	955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	4
Total participants	2020-01-01	959
Number of participants with account balances	2020-01-01	958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	934
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	346
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	605
Total of all active and inactive participants	2019-01-01	951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	5
Total participants	2019-01-01	956
Number of participants with account balances	2019-01-01	955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	15
2018: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	914
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	339
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	590
Total of all active and inactive participants	2018-01-01	929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	5
Total participants	2018-01-01	934
Number of participants with account balances	2018-01-01	932
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	899
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	337
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	572
Total of all active and inactive participants	2017-01-01	909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	5
Total participants	2017-01-01	914
Number of participants with account balances	2017-01-01	913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	16
2016: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	895
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	348
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	546
Total of all active and inactive participants	2016-01-01	894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	5
Total participants	2016-01-01	899
Number of participants with account balances	2016-01-01	894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	10
2015: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	918
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	342
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	552
Total of all active and inactive participants	2015-01-01	894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	895
Number of participants with account balances	2015-01-01	891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	915
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	368
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	549
Total of all active and inactive participants	2014-01-01	917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	918
Number of participants with account balances	2014-01-01	915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	14
2013: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	922
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	359
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	555
Total of all active and inactive participants	2013-01-01	914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	915
Number of participants with account balances	2013-01-01	909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	12
2012: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	899
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	357
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	564
Total of all active and inactive participants	2012-01-01	921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	922
Number of participants with account balances	2012-01-01	914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	16
2011: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	888
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	326
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	530
Total of all active and inactive participants	2011-01-01	856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	858
Number of participants with account balances	2011-01-01	858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	18
2010: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	864
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	402
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	475
Total of all active and inactive participants	2010-01-01	877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	879
Number of participants with account balances	2010-01-01	830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	10
2009: CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	855
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	293
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	522
Total of all active and inactive participants	2009-01-01	815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	816
Number of participants with account balances	2009-01-01	816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	11

Financial Data on CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN

Measure	Date	Value
2022 : CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-21,332,613
Total of all expenses incurred	2022-12-31	$9,929,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$9,927,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,483,032
Value of total assets at end of year	2022-12-31	$181,172,642
Value of total assets at beginning of year	2022-12-31	$212,434,281
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,235
Total interest from all sources	2022-12-31	$439,492
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$3,044,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$3,044,026
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,348,821
Participant contributions at end of year	2022-12-31	$110,945
Participant contributions at beginning of year	2022-12-31	$80,616
Participant contributions at end of year	2022-12-31	$45,116
Participant contributions at beginning of year	2022-12-31	$47,868
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$50,865
Other income not declared elsewhere	2022-12-31	$50,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-31,261,639
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$181,172,642
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$212,434,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$121,315,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$152,021,473
Value of interest in pooled separate accounts at end of year	2022-12-31	$7,552,392
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$7,125,568
Interest on participant loans	2022-12-31	$4,280
Interest earned on other investments	2022-12-31	$435,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$52,010,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$53,036,913
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$1,520,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-29,946,303
Net investment gain/loss from pooled separate accounts	2022-12-31	$596,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$3,083,346
Employer contributions (assets) at end of year	2022-12-31	$138,404
Employer contributions (assets) at beginning of year	2022-12-31	$121,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$8,406,933
Contract administrator fees	2022-12-31	$1,235
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	COHNREZNICK LLP
Accountancy firm EIN	2022-12-31	221478099
2021 : CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$30,952,799
Total of all expenses incurred	2021-12-31	$11,237,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$11,236,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,172,286
Value of total assets at end of year	2021-12-31	$212,434,281
Value of total assets at beginning of year	2021-12-31	$192,719,371
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,035
Total interest from all sources	2021-12-31	$202,123
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,467,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,467,630
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,259,056
Participant contributions at end of year	2021-12-31	$80,616
Participant contributions at beginning of year	2021-12-31	$9,852
Participant contributions at end of year	2021-12-31	$47,868
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$681,518
Other income not declared elsewhere	2021-12-31	$43,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$19,714,910
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$212,434,281
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$192,719,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$152,021,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$132,270,817
Value of interest in pooled separate accounts at end of year	2021-12-31	$7,125,568
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,730,499
Interest on participant loans	2021-12-31	$801
Interest earned on other investments	2021-12-31	$201,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$53,036,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$54,708,203
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$992,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$21,016,651
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,050,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$3,231,712
Employer contributions (assets) at end of year	2021-12-31	$121,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$10,244,064
Contract administrator fees	2021-12-31	$1,035
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	COHNREZNICK LLP
Accountancy firm EIN	2021-12-31	221478099
2020 : CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$27,327,819
Total of all expenses incurred	2020-12-31	$10,512,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$10,511,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,042,618
Value of total assets at end of year	2020-12-31	$192,719,371
Value of total assets at beginning of year	2020-12-31	$175,903,607
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$735
Total interest from all sources	2020-12-31	$2,016,046
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,191,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,191,393
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,207,730
Participant contributions at end of year	2020-12-31	$9,852
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$524,619
Other income not declared elsewhere	2020-12-31	$67,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$16,815,764
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$192,719,371
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$175,903,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$132,270,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$115,892,814
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,730,499
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$8,232,873
Interest on participant loans	2020-12-31	$40
Interest earned on other investments	2020-12-31	$2,016,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$54,708,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$51,777,920
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$1,848,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$18,075,894
Net investment gain/loss from pooled separate accounts	2020-12-31	$-65,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,310,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$8,662,635
Contract administrator fees	2020-12-31	$735
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	COHNREZNICK LLP
Accountancy firm EIN	2020-12-31	221478099
2019 : CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$32,302,083
Total income from all sources (including contributions)	2019-12-31	$32,302,083
Total of all expenses incurred	2019-12-31	$11,779,094
Total of all expenses incurred	2019-12-31	$11,779,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$11,778,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$11,778,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,580,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,580,002
Value of total assets at end of year	2019-12-31	$175,903,607
Value of total assets at end of year	2019-12-31	$175,903,607
Value of total assets at beginning of year	2019-12-31	$155,380,618
Value of total assets at beginning of year	2019-12-31	$155,380,618
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$690
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$690
Total interest from all sources	2019-12-31	$405,967
Total interest from all sources	2019-12-31	$405,967
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,504,384
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,504,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,504,384
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,504,384
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,293,481
Contributions received from participants	2019-12-31	$1,293,481
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$904,498
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$904,498
Other income not declared elsewhere	2019-12-31	$100,573
Other income not declared elsewhere	2019-12-31	$100,573
Administrative expenses (other) incurred	2019-12-31	$690
Administrative expenses (other) incurred	2019-12-31	$690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$20,522,989
Value of net income/loss	2019-12-31	$20,522,989
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$175,903,607
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$175,903,607
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$155,380,618
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$155,380,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$115,892,814
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$115,892,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$95,813,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$95,813,391
Value of interest in pooled separate accounts at end of year	2019-12-31	$8,232,873
Value of interest in pooled separate accounts at end of year	2019-12-31	$8,232,873
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$8,033,461
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$8,033,461
Interest earned on other investments	2019-12-31	$405,967
Interest earned on other investments	2019-12-31	$405,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$51,777,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$51,777,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$51,533,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$51,533,766
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$2,122,381
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$2,122,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$23,278,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$23,278,686
Net investment gain/loss from pooled separate accounts	2019-12-31	$432,471
Net investment gain/loss from pooled separate accounts	2019-12-31	$432,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,382,023
Contributions received in cash from employer	2019-12-31	$3,382,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$9,656,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$9,656,023
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	COHNREZNICK LLP
Accountancy firm name	2019-12-31	COHNREZNICK LLP
Accountancy firm EIN	2019-12-31	221478099
Accountancy firm EIN	2019-12-31	221478099
2018 : CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,208,687
Total of all expenses incurred	2018-12-31	$10,738,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$10,737,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,613,869
Value of total assets at end of year	2018-12-31	$155,380,618
Value of total assets at beginning of year	2018-12-31	$164,909,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$735
Total interest from all sources	2018-12-31	$2,020,738
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,837,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,837,142
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,227,540
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,036,215
Other income not declared elsewhere	2018-12-31	$44,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-9,529,331
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$155,380,618
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$164,909,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$95,813,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$108,232,154
Value of interest in pooled separate accounts at end of year	2018-12-31	$8,033,461
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$7,270,767
Interest earned on other investments	2018-12-31	$2,020,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$51,533,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$49,407,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-10,664,972
Net investment gain/loss from pooled separate accounts	2018-12-31	$357,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$3,350,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$10,737,283
Contract administrator fees	2018-12-31	$735
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	COHNREZNICK LLP
Accountancy firm EIN	2018-12-31	221478099
2017 : CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$26,063,826
Total of all expenses incurred	2017-12-31	$7,442,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$7,442,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,885,959
Value of total assets at end of year	2017-12-31	$164,909,949
Value of total assets at beginning of year	2017-12-31	$146,288,332
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$120
Total interest from all sources	2017-12-31	$1,899,167
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,506,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,506,459
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,164,541
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$380,995
Other income not declared elsewhere	2017-12-31	$45,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$18,621,617
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$164,909,949
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$146,288,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$108,232,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$92,332,514
Value of interest in pooled separate accounts at end of year	2017-12-31	$7,270,767
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$6,982,357
Interest earned on other investments	2017-12-31	$1,899,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$49,407,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$46,973,461
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$1,133,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$17,420,007
Net investment gain/loss from pooled separate accounts	2017-12-31	$306,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$3,340,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,308,811
Contract administrator fees	2017-12-31	$120
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	COHNREZNICK LLP
Accountancy firm EIN	2017-12-31	221478099
2016 : CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$15,639,872
Total of all expenses incurred	2016-12-31	$8,373,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$8,372,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$6,184,698
Value of total assets at end of year	2016-12-31	$146,288,332
Value of total assets at beginning of year	2016-12-31	$139,021,478
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$120
Total interest from all sources	2016-12-31	$1,947,448
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,083,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,083,114
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,099,432
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,931,705
Other income not declared elsewhere	2016-12-31	$45,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$7,266,854
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$146,288,332
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$139,021,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$92,332,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$88,047,174
Value of interest in pooled separate accounts at end of year	2016-12-31	$6,982,357
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,282,361
Interest earned on other investments	2016-12-31	$1,947,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$46,973,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$44,691,943
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$876,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$6,050,254
Net investment gain/loss from pooled separate accounts	2016-12-31	$328,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$3,153,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$7,496,490
Contract administrator fees	2016-12-31	$120
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	COHNREZNICK, LLP
Accountancy firm EIN	2016-12-31	221478099
2015 : CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$7,423,071
Total of all expenses incurred	2015-12-31	$6,921,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,921,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$5,313,825
Value of total assets at end of year	2015-12-31	$139,021,478
Value of total assets at beginning of year	2015-12-31	$138,520,322
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$178
Total interest from all sources	2015-12-31	$1,801,461
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,261,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,261,391
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,157,668
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,048,728
Other income not declared elsewhere	2015-12-31	$33,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$501,156
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$139,021,478
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$138,520,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$88,047,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$89,855,096
Value of interest in pooled separate accounts at end of year	2015-12-31	$6,282,361
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$5,289,141
Interest earned on other investments	2015-12-31	$1,801,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$44,691,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$43,376,085
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$493,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,448,694
Net investment gain/loss from pooled separate accounts	2015-12-31	$461,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$3,107,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,428,469
Contract administrator fees	2015-12-31	$178
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CONHREZNICK, LLP
Accountancy firm EIN	2015-12-31	221478099
2014 : CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$13,956,717
Total of all expenses incurred	2014-12-31	$6,802,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$6,801,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$5,530,808
Value of total assets at end of year	2014-12-31	$138,520,322
Value of total assets at beginning of year	2014-12-31	$131,365,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$300
Total interest from all sources	2014-12-31	$1,799,811
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$995,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$995,317
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,107,978
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,413,917
Other income not declared elsewhere	2014-12-31	$37,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$7,154,494
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$138,520,322
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$131,365,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$89,855,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$85,417,320
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,289,141
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,199,366
Interest earned on other investments	2014-12-31	$1,799,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$43,376,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$41,749,142
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$1,001,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$5,047,763
Net investment gain/loss from pooled separate accounts	2014-12-31	$545,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$3,008,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$5,800,805
Contract administrator fees	2014-12-31	$300
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	COHNREZNICK LLP
Accountancy firm EIN	2014-12-31	221478099
2013 : CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$23,972,220
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$7,910,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$7,910,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$4,620,065
Value of total assets at end of year	2013-12-31	$131,365,828
Value of total assets at beginning of year	2013-12-31	$115,304,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$405
Total interest from all sources	2013-12-31	$1,685,087
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,521,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,521,111
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,050,852
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$670,737
Other income not declared elsewhere	2013-12-31	$33,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$16,061,529
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$131,365,828
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$115,304,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$85,417,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$70,797,373
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,199,366
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,606,588
Interest earned on other investments	2013-12-31	$1,685,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$41,749,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$40,891,031
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$978,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$15,758,934
Net investment gain/loss from pooled separate accounts	2013-12-31	$353,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,898,476
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$9,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$6,931,948
Contract administrator fees	2013-12-31	$405
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	COHNREZNICK, LLP
Accountancy firm EIN	2013-12-31	221478099
2012 : CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$16,157,638
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$8,484,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$8,471,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,465,743
Value of total assets at end of year	2012-12-31	$115,304,299
Value of total assets at beginning of year	2012-12-31	$107,631,431
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$13,410
Total interest from all sources	2012-12-31	$1,594,083
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$352,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$352,268
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$994,995
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$5,775
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$696,043
Other income not declared elsewhere	2012-12-31	$45,488
Administrative expenses (other) incurred	2012-12-31	$12,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$7,672,868
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$115,304,299
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$107,631,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$660
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$70,797,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$64,376,522
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,606,588
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,130,602
Interest earned on other investments	2012-12-31	$1,594,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$40,891,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$40,099,822
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$397,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$9,379,967
Net investment gain/loss from pooled separate accounts	2012-12-31	$320,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,774,705
Employer contributions (assets) at end of year	2012-12-31	$9,307
Employer contributions (assets) at beginning of year	2012-12-31	$18,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$8,073,957
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	COHNREZNICK, LLP
Accountancy firm EIN	2012-12-31	221478099
2011 : CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$4,112,121
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$5,184,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$5,184,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,010,296
Value of total assets at end of year	2011-12-31	$107,631,431
Value of total assets at beginning of year	2011-12-31	$108,703,999
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$611
Total interest from all sources	2011-12-31	$1,554,703
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$234,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$234,546
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,027,840
Participant contributions at end of year	2011-12-31	$5,775
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$366,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-1,072,568
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$107,631,431
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$108,703,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$64,376,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$67,637,891
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,130,602
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,651,284
Interest earned on other investments	2011-12-31	$1,554,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$40,099,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$38,403,741
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$54,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,035,921
Net investment gain/loss from pooled separate accounts	2011-12-31	$348,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,615,926
Employer contributions (assets) at end of year	2011-12-31	$18,710
Employer contributions (assets) at beginning of year	2011-12-31	$11,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$5,129,893
Contract administrator fees	2011-12-31	$611
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	J.H. COHN, LLP
Accountancy firm EIN	2011-12-31	221478099
2010 : CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$20,703,657
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$10,415,420
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,756,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,756,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,460,001
Value of total assets at end of year	2010-12-31	$108,703,999
Value of total assets at beginning of year	2010-12-31	$80,341,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$1,234,720
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$41,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$41,017
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$7,658,481
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$108,703,999
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$80,341,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$67,637,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$47,835,041
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,651,284
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,265,352
Interest earned on other investments	2010-12-31	$1,234,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$38,403,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$31,221,347
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$61,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$6,474,927
Net investment gain/loss from pooled separate accounts	2010-12-31	$204,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,460,001
Employer contributions (assets) at end of year	2010-12-31	$11,083
Employer contributions (assets) at beginning of year	2010-12-31	$20,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,695,541
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	J.H. COHN, LLP
Accountancy firm EIN	2010-12-31	221478099
2009 : CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0