401k Plan data: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN plan

HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 401k Plan overview

Plan Name	HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN
Plan identification number	003

HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

HELEN KELLER SERVICES has sponsored the creation of one or more 401k plans.

Company Name: HELEN KELLER SERVICES

Employer identification number (EIN): 111630807

NAIC Classification: 624310
NAIC Description: Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-07-01
003 2020-07-01
003 2019-07-01
003 2018-07-01
003 2017-07-01
003 2016-07-01 SHARONA YOUDIM SHARONA YOUDIM 2018-04-13
003 2015-07-01 SHARONA YOUDIM SHARONA YOUDIM 2017-04-17
003 2014-07-01 SHARONA YOUDIM SHARONA YOUDIM 2016-04-15
003 2013-07-01 SHARONA YOUDIM SHARONA YOUDIM 2015-04-15
003 2012-07-01 SHARONA YOUDIM SHARONA YOUDIM 2014-04-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2021-07-01
003	2020-07-01
003	2019-07-01
003	2018-07-01
003	2017-07-01
003	2016-07-01	SHARONA YOUDIM	SHARONA YOUDIM	2018-04-13
003	2015-07-01	SHARONA YOUDIM	SHARONA YOUDIM	2017-04-17
003	2014-07-01	SHARONA YOUDIM	SHARONA YOUDIM	2016-04-15
003	2013-07-01	SHARONA YOUDIM	SHARONA YOUDIM	2015-04-15
003	2012-07-01	SHARONA YOUDIM	SHARONA YOUDIM	2014-04-11

Plan Statistics for HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN

401k plan membership statisitcs for HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN

Measure Date Value
2021: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 350
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 298
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 95
Total of all active and inactive participants 2021-07-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 2
Total participants 2021-07-01 395
Number of participants with account balances 2021-07-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 11
2020: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 367
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 255
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 68
Total of all active and inactive participants 2020-07-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 2
Total participants 2020-07-01 325
Number of participants with account balances 2020-07-01 299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 11
2019: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 376
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 287
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 65
Total of all active and inactive participants 2019-07-01 352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 4
Total participants 2019-07-01 356
Number of participants with account balances 2019-07-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 12
2018: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 329
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 283
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 36
Total of all active and inactive participants 2018-07-01 319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 4
Total participants 2018-07-01 323
Number of participants with account balances 2018-07-01 296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 9
2017: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 348
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 288
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 34
Total of all active and inactive participants 2017-07-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 4
Total participants 2017-07-01 326
Number of participants with account balances 2017-07-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 3
2016: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 328
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 280
Number of retired or separated participants receiving benefits 2016-07-01 1
Number of other retired or separated participants entitled to future benefits 2016-07-01 27
Total of all active and inactive participants 2016-07-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 2
Total participants 2016-07-01 310
Number of participants with account balances 2016-07-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 11
2015: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 361
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 325
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 17
Total of all active and inactive participants 2015-07-01 342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 2
Total participants 2015-07-01 344
Number of participants with account balances 2015-07-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 15
2014: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 304
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 307
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 11
Total of all active and inactive participants 2014-07-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 319
Number of participants with account balances 2014-07-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 2
2013: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 296
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 281
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 8
Total of all active and inactive participants 2013-07-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 290
Number of participants with account balances 2013-07-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 317
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 312
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 8
Total of all active and inactive participants 2012-07-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 1
Total participants 2012-07-01 321
Number of participants with account balances 2012-07-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0

Measure	Date	Value
2021: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	350
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	298
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	95
Total of all active and inactive participants	2021-07-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	2
Total participants	2021-07-01	395
Number of participants with account balances	2021-07-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	11
2020: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	367
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	255
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	68
Total of all active and inactive participants	2020-07-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	2
Total participants	2020-07-01	325
Number of participants with account balances	2020-07-01	299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	11
2019: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	376
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	287
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	65
Total of all active and inactive participants	2019-07-01	352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	4
Total participants	2019-07-01	356
Number of participants with account balances	2019-07-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	12
2018: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	329
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	283
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	36
Total of all active and inactive participants	2018-07-01	319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	4
Total participants	2018-07-01	323
Number of participants with account balances	2018-07-01	296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	9
2017: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	348
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	288
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	34
Total of all active and inactive participants	2017-07-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	4
Total participants	2017-07-01	326
Number of participants with account balances	2017-07-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	3
2016: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	328
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	280
Number of retired or separated participants receiving benefits	2016-07-01	1
Number of other retired or separated participants entitled to future benefits	2016-07-01	27
Total of all active and inactive participants	2016-07-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	2
Total participants	2016-07-01	310
Number of participants with account balances	2016-07-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	11
2015: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	361
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	325
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	17
Total of all active and inactive participants	2015-07-01	342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	2
Total participants	2015-07-01	344
Number of participants with account balances	2015-07-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	15
2014: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	304
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	307
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	11
Total of all active and inactive participants	2014-07-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	319
Number of participants with account balances	2014-07-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	2
2013: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	296
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	281
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	8
Total of all active and inactive participants	2013-07-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	290
Number of participants with account balances	2013-07-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	317
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	312
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	8
Total of all active and inactive participants	2012-07-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	1
Total participants	2012-07-01	321
Number of participants with account balances	2012-07-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0

Financial Data on HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN

Measure	Date	Value
2022 : HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-593,606
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$2,007,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$2,001,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$2,168,238
Value of total assets at end of year	2022-06-30	$17,418,824
Value of total assets at beginning of year	2022-06-30	$20,020,395
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$6,736
Total interest from all sources	2022-06-30	$25,025
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$389,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$389,799
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$1,129,223
Participant contributions at end of year	2022-06-30	$119,631
Participant contributions at beginning of year	2022-06-30	$174,097
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$143,350
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-06-30	$520
Other income not declared elsewhere	2022-06-30	$2,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-2,601,571
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$17,418,824
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$20,020,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$15,423,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$18,060,556
Interest on participant loans	2022-06-30	$9,661
Interest earned on other investments	2022-06-30	$15,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,295,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,270,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-3,179,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$895,665
Employer contributions (assets) at end of year	2022-06-30	$580,333
Employer contributions (assets) at beginning of year	2022-06-30	$514,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$2,000,709
Contract administrator fees	2022-06-30	$6,736
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	BDO USA LLP
Accountancy firm EIN	2022-06-30	135381590
2021 : HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$6,489,504
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,839,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,834,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$2,314,596
Value of total assets at end of year	2021-06-30	$20,020,395
Value of total assets at beginning of year	2021-06-30	$15,370,883
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$5,895
Total interest from all sources	2021-06-30	$18,328
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$226,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$226,065
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$1,006,263
Participant contributions at end of year	2021-06-30	$174,097
Participant contributions at beginning of year	2021-06-30	$133,639
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$496,178
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-06-30	$4,880
Other income not declared elsewhere	2021-06-30	$235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$4,649,512
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$20,020,395
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$15,370,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$18,060,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$14,227,393
Interest on participant loans	2021-06-30	$8,572
Interest earned on other investments	2021-06-30	$9,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,270,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$448,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$3,930,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$812,155
Employer contributions (assets) at end of year	2021-06-30	$514,995
Employer contributions (assets) at beginning of year	2021-06-30	$561,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,829,217
Contract administrator fees	2021-06-30	$5,895
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	BDO USA, LLP
Accountancy firm EIN	2021-06-30	135381590
2020 : HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$0
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total transfer of assets to this plan	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$2,537,196
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$737,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$732,562
Expenses. Certain deemed distributions of participant loans	2020-06-30	$0
Value of total corrective distributions	2020-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,972,779
Value of total assets at end of year	2020-06-30	$15,370,883
Value of total assets at beginning of year	2020-06-30	$13,571,656
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$5,407
Total income from rents	2020-06-30	$0
Total interest from all sources	2020-06-30	$15,300
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$232,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$232,754
Administrative expenses professional fees incurred	2020-06-30	$0
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Amount of non-exempt transactions with any party-in-interest	2020-06-30	$0
Contributions received from participants	2020-06-30	$1,051,741
Participant contributions at end of year	2020-06-30	$133,639
Participant contributions at beginning of year	2020-06-30	$96,971
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$4,580
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$0
Other income not declared elsewhere	2020-06-30	$188
Administrative expenses (other) incurred	2020-06-30	$0
Liabilities. Value of operating payables at beginning of year	2020-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,799,227
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$15,370,883
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$13,571,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-06-30	$0
Investment advisory and management fees	2020-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$14,227,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$12,419,908
Interest on participant loans	2020-06-30	$8,685
Income. Interest from loans (other than to participants)	2020-06-30	$0
Interest earned on other investments	2020-06-30	$6,615
Income. Interest from US Government securities	2020-06-30	$0
Income. Interest from corporate debt instruments	2020-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$448,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$525,392
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$316,175
Net investment gain/loss from pooled separate accounts	2020-06-30	$0
Net investment gain or loss from common/collective trusts	2020-06-30	$0
Net gain/loss from 103.12 investment entities	2020-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$916,458
Employer contributions (assets) at end of year	2020-06-30	$561,746
Employer contributions (assets) at beginning of year	2020-06-30	$529,385
Income. Dividends from preferred stock	2020-06-30	$0
Income. Dividends from common stock	2020-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$732,562
Contract administrator fees	2020-06-30	$5,407
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$0
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Aggregate proceeds on sale of assets	2020-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2020-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BDO USA, LLP
Accountancy firm EIN	2020-06-30	135381590
2019 : HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$0
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total transfer of assets to this plan	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$2,578,113
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$703,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$692,877
Expenses. Certain deemed distributions of participant loans	2019-06-30	$7,192
Value of total corrective distributions	2019-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,910,469
Value of total assets at end of year	2019-06-30	$13,571,656
Value of total assets at beginning of year	2019-06-30	$11,697,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$3,770
Total income from rents	2019-06-30	$0
Total interest from all sources	2019-06-30	$13,933
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$209,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$209,118
Administrative expenses professional fees incurred	2019-06-30	$0
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Amount of non-exempt transactions with any party-in-interest	2019-06-30	$0
Contributions received from participants	2019-06-30	$917,539
Participant contributions at end of year	2019-06-30	$96,971
Participant contributions at beginning of year	2019-06-30	$74,147
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$19,673
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$121,133
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$0
Other income not declared elsewhere	2019-06-30	$0
Administrative expenses (other) incurred	2019-06-30	$0
Liabilities. Value of operating payables at beginning of year	2019-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,874,274
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$13,571,656
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$11,697,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-06-30	$0
Investment advisory and management fees	2019-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$12,419,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$10,447,056
Interest on participant loans	2019-06-30	$5,214
Income. Interest from loans (other than to participants)	2019-06-30	$0
Interest earned on other investments	2019-06-30	$8,719
Income. Interest from US Government securities	2019-06-30	$0
Income. Interest from corporate debt instruments	2019-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$525,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$642,030
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$444,593
Net investment gain/loss from pooled separate accounts	2019-06-30	$0
Net investment gain or loss from common/collective trusts	2019-06-30	$0
Net gain/loss from 103.12 investment entities	2019-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$871,797
Employer contributions (assets) at end of year	2019-06-30	$529,385
Employer contributions (assets) at beginning of year	2019-06-30	$514,476
Income. Dividends from preferred stock	2019-06-30	$0
Income. Dividends from common stock	2019-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$692,877
Contract administrator fees	2019-06-30	$3,770
Liabilities. Value of benefit claims payable at beginning of year	2019-06-30	$0
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Aggregate proceeds on sale of assets	2019-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2019-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	BDO USA, LLP
Accountancy firm EIN	2019-06-30	135381590
2018 : HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$0
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets to this plan	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$2,512,900
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$1,033,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,030,192
Expenses. Certain deemed distributions of participant loans	2018-06-30	$0
Value of total corrective distributions	2018-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,684,948
Value of total assets at end of year	2018-06-30	$11,697,382
Value of total assets at beginning of year	2018-06-30	$10,218,109
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$3,435
Total income from rents	2018-06-30	$0
Total interest from all sources	2018-06-30	$11,511
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$185,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$185,873
Administrative expenses professional fees incurred	2018-06-30	$0
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Amount of non-exempt transactions with any party-in-interest	2018-06-30	$0
Contributions received from participants	2018-06-30	$838,894
Participant contributions at end of year	2018-06-30	$74,147
Participant contributions at beginning of year	2018-06-30	$34,374
Participant contributions at end of year	2018-06-30	$19,673
Participant contributions at beginning of year	2018-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$5,028
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$0
Other income not declared elsewhere	2018-06-30	$0
Administrative expenses (other) incurred	2018-06-30	$0
Liabilities. Value of operating payables at beginning of year	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,479,273
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$11,697,382
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$10,218,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-06-30	$0
Investment advisory and management fees	2018-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$10,447,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$9,126,261
Interest on participant loans	2018-06-30	$3,346
Income. Interest from loans (other than to participants)	2018-06-30	$0
Interest earned on other investments	2018-06-30	$8,165
Income. Interest from US Government securities	2018-06-30	$0
Income. Interest from corporate debt instruments	2018-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$642,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$561,596
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$630,568
Net investment gain/loss from pooled separate accounts	2018-06-30	$0
Net investment gain or loss from common/collective trusts	2018-06-30	$0
Net gain/loss from 103.12 investment entities	2018-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$841,026
Employer contributions (assets) at end of year	2018-06-30	$514,476
Employer contributions (assets) at beginning of year	2018-06-30	$495,878
Income. Dividends from preferred stock	2018-06-30	$0
Income. Dividends from common stock	2018-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,030,192
Contract administrator fees	2018-06-30	$3,435
Liabilities. Value of benefit claims payable at beginning of year	2018-06-30	$0
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Aggregate proceeds on sale of assets	2018-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2018-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	BDO USA, LLP
Accountancy firm EIN	2018-06-30	135381590
2017 : HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$0
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total transfer of assets to this plan	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$2,613,948
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$490,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$485,536
Expenses. Certain deemed distributions of participant loans	2017-06-30	$0
Value of total corrective distributions	2017-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,680,836
Value of total assets at end of year	2017-06-30	$10,218,109
Value of total assets at beginning of year	2017-06-30	$8,094,248
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$4,551
Total income from rents	2017-06-30	$0
Total interest from all sources	2017-06-30	$9,543
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$105,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$105,654
Administrative expenses professional fees incurred	2017-06-30	$0
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Amount of non-exempt transactions with any party-in-interest	2017-06-30	$0
Contributions received from participants	2017-06-30	$856,828
Participant contributions at end of year	2017-06-30	$34,374
Participant contributions at beginning of year	2017-06-30	$29,300
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$47,702
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$0
Other income not declared elsewhere	2017-06-30	$0
Administrative expenses (other) incurred	2017-06-30	$0
Liabilities. Value of operating payables at beginning of year	2017-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$2,123,861
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$10,218,109
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$8,094,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-06-30	$0
Investment advisory and management fees	2017-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$9,126,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$7,061,125
Interest on participant loans	2017-06-30	$2,299
Income. Interest from loans (other than to participants)	2017-06-30	$0
Interest earned on other investments	2017-06-30	$7,244
Income. Interest from US Government securities	2017-06-30	$0
Income. Interest from corporate debt instruments	2017-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$561,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$474,444
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$817,915
Net investment gain/loss from pooled separate accounts	2017-06-30	$0
Net investment gain or loss from common/collective trusts	2017-06-30	$0
Net gain/loss from 103.12 investment entities	2017-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$776,306
Employer contributions (assets) at end of year	2017-06-30	$495,878
Employer contributions (assets) at beginning of year	2017-06-30	$529,379
Income. Dividends from preferred stock	2017-06-30	$0
Income. Dividends from common stock	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$485,536
Contract administrator fees	2017-06-30	$4,551
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$0
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Aggregate proceeds on sale of assets	2017-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2017-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	BDO USA, LLP
Accountancy firm EIN	2017-06-30	125381590
2016 : HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$0
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets to this plan	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$2,341,074
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$539,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$537,384
Expenses. Certain deemed distributions of participant loans	2016-06-30	$0
Value of total corrective distributions	2016-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$2,332,130
Value of total assets at end of year	2016-06-30	$8,094,248
Value of total assets at beginning of year	2016-06-30	$6,292,483
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$1,925
Total income from rents	2016-06-30	$0
Total interest from all sources	2016-06-30	$7,425
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$77,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$77,372
Administrative expenses professional fees incurred	2016-06-30	$0
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Amount of non-exempt transactions with any party-in-interest	2016-06-30	$0
Contributions received from participants	2016-06-30	$941,932
Participant contributions at end of year	2016-06-30	$29,300
Participant contributions at beginning of year	2016-06-30	$28,511
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$38,847
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-06-30	$274
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$0
Other income not declared elsewhere	2016-06-30	$0
Administrative expenses (other) incurred	2016-06-30	$0
Liabilities. Value of operating payables at beginning of year	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$1,801,765
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$8,094,248
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$6,292,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-06-30	$0
Investment advisory and management fees	2016-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$7,061,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$5,731,267
Interest on participant loans	2016-06-30	$1,889
Income. Interest from loans (other than to participants)	2016-06-30	$0
Interest earned on other investments	2016-06-30	$5,536
Income. Interest from US Government securities	2016-06-30	$0
Income. Interest from corporate debt instruments	2016-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$474,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$532,705
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-75,853
Net investment gain/loss from pooled separate accounts	2016-06-30	$0
Net investment gain or loss from common/collective trusts	2016-06-30	$0
Net gain/loss from 103.12 investment entities	2016-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$1,351,351
Employer contributions (assets) at end of year	2016-06-30	$529,379
Employer contributions (assets) at beginning of year	2016-06-30	$0
Income. Dividends from preferred stock	2016-06-30	$0
Income. Dividends from common stock	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$537,110
Contract administrator fees	2016-06-30	$1,925
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$0
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Aggregate proceeds on sale of assets	2016-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2016-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	BDO USA, LLP
Accountancy firm EIN	2016-06-30	135381590
2015 : HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$0
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets to this plan	2015-06-30	$179,029
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$1,191,346
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$310,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$307,589
Expenses. Certain deemed distributions of participant loans	2015-06-30	$0
Value of total corrective distributions	2015-06-30	$875
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,093,195
Value of total assets at end of year	2015-06-30	$6,292,483
Value of total assets at beginning of year	2015-06-30	$5,232,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$1,970
Total income from rents	2015-06-30	$0
Total interest from all sources	2015-06-30	$9,010
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$81,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$81,109
Administrative expenses professional fees incurred	2015-06-30	$0
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Amount of non-exempt transactions with any party-in-interest	2015-06-30	$0
Contributions received from participants	2015-06-30	$783,917
Participant contributions at end of year	2015-06-30	$28,511
Participant contributions at beginning of year	2015-06-30	$35,512
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$0
Other income not declared elsewhere	2015-06-30	$0
Administrative expenses (other) incurred	2015-06-30	$2
Liabilities. Value of operating payables at beginning of year	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$880,912
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$6,292,483
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$5,232,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-06-30	$0
Investment advisory and management fees	2015-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$5,731,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$4,712,884
Interest on participant loans	2015-06-30	$2,099
Income. Interest from loans (other than to participants)	2015-06-30	$0
Interest earned on other investments	2015-06-30	$6,911
Income. Interest from US Government securities	2015-06-30	$0
Income. Interest from corporate debt instruments	2015-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$532,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$484,146
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$8,032
Net investment gain/loss from pooled separate accounts	2015-06-30	$0
Net investment gain or loss from common/collective trusts	2015-06-30	$0
Net gain/loss from 103.12 investment entities	2015-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$309,278
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$0
Income. Dividends from preferred stock	2015-06-30	$0
Income. Dividends from common stock	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$307,589
Contract administrator fees	2015-06-30	$1,968
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$0
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Aggregate proceeds on sale of assets	2015-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	BDO USA, LLP
Accountancy firm EIN	2015-06-30	135381590
2014 : HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$0
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total transfer of assets to this plan	2014-06-30	$107,065
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,233,435
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$925,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$923,752
Expenses. Certain deemed distributions of participant loans	2014-06-30	$0
Value of total corrective distributions	2014-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$545,927
Value of total assets at end of year	2014-06-30	$5,232,542
Value of total assets at beginning of year	2014-06-30	$4,817,354
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$1,560
Total income from rents	2014-06-30	$0
Total interest from all sources	2014-06-30	$7,635
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$46,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$46,543
Administrative expenses professional fees incurred	2014-06-30	$0
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Amount of non-exempt transactions with any party-in-interest	2014-06-30	$0
Contributions received from participants	2014-06-30	$524,355
Participant contributions at end of year	2014-06-30	$35,512
Participant contributions at beginning of year	2014-06-30	$27,811
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$17,383
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$21,572
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$0
Other income not declared elsewhere	2014-06-30	$0
Administrative expenses (other) incurred	2014-06-30	$0
Liabilities. Value of operating payables at beginning of year	2014-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$308,123
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$5,232,542
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$4,817,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-06-30	$0
Investment advisory and management fees	2014-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$4,712,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$4,338,337
Interest on participant loans	2014-06-30	$1,706
Income. Interest from loans (other than to participants)	2014-06-30	$0
Interest earned on other investments	2014-06-30	$5,929
Income. Interest from US Government securities	2014-06-30	$0
Income. Interest from corporate debt instruments	2014-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$484,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$433,823
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$633,330
Net investment gain/loss from pooled separate accounts	2014-06-30	$0
Net investment gain or loss from common/collective trusts	2014-06-30	$0
Net gain/loss from 103.12 investment entities	2014-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$0
Employer contributions (assets) at end of year	2014-06-30	$0
Employer contributions (assets) at beginning of year	2014-06-30	$0
Income. Dividends from preferred stock	2014-06-30	$0
Income. Dividends from common stock	2014-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$923,752
Contract administrator fees	2014-06-30	$1,560
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$0
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Aggregate proceeds on sale of assets	2014-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2014-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	BDO USA LLP.
Accountancy firm EIN	2014-06-30	135381590
2013 : HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$0
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total transfer of assets to this plan	2013-06-30	$87,158
Total transfer of assets from this plan	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$958,247
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$286,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$286,432
Expenses. Certain deemed distributions of participant loans	2013-06-30	$0
Value of total corrective distributions	2013-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$548,564
Value of total assets at end of year	2013-06-30	$4,817,354
Value of total assets at beginning of year	2013-06-30	$4,058,947
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$566
Total income from rents	2013-06-30	$0
Total interest from all sources	2013-06-30	$7,951
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$54,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$54,897
Administrative expenses professional fees incurred	2013-06-30	$0
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Amount of non-exempt transactions with any party-in-interest	2013-06-30	$0
Contributions received from participants	2013-06-30	$548,320
Participant contributions at end of year	2013-06-30	$27,811
Participant contributions at beginning of year	2013-06-30	$26,223
Participant contributions at end of year	2013-06-30	$17,383
Participant contributions at beginning of year	2013-06-30	$16,841
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$244
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$0
Other income not declared elsewhere	2013-06-30	$0
Administrative expenses (other) incurred	2013-06-30	$0
Liabilities. Value of operating payables at beginning of year	2013-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$671,249
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$4,817,354
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$4,058,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-06-30	$0
Investment advisory and management fees	2013-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$4,338,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$3,601,465
Interest on participant loans	2013-06-30	$1,636
Income. Interest from loans (other than to participants)	2013-06-30	$0
Interest earned on other investments	2013-06-30	$6,315
Income. Interest from US Government securities	2013-06-30	$0
Income. Interest from corporate debt instruments	2013-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$433,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$414,418
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$346,835
Net investment gain/loss from pooled separate accounts	2013-06-30	$0
Net investment gain or loss from common/collective trusts	2013-06-30	$0
Net gain/loss from 103.12 investment entities	2013-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$0
Employer contributions (assets) at end of year	2013-06-30	$0
Employer contributions (assets) at beginning of year	2013-06-30	$0
Income. Dividends from preferred stock	2013-06-30	$0
Income. Dividends from common stock	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$286,432
Contract administrator fees	2013-06-30	$566
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$0
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Aggregate proceeds on sale of assets	2013-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	BDO USA, LLP
Accountancy firm EIN	2013-06-30	135381590

Form 5500 Responses for HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN

2021: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	395
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $2,809
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,809
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	325
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $1,256
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,256
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	356
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $1,036
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,036
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	323
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $1,413
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,413
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	326
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $1,292
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	344
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $1,183
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,183
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY DW INC

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	319
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $1,266
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,266
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY DW INC

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	290
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $10,722
Total amount of fees paid to insurance company	USD $2,045
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,722
Amount paid for insurance broker fees	2045
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY DW INC

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	321
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $8,940
Total amount of fees paid to insurance company	USD $1,883
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,211
Amount paid for insurance broker fees	1470
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INS SERVICES INC

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Company Name:	HELEN KELLER SERVICES
Employer identification number (EIN):	111630807
NAIC Classification:	624310
NAIC Description:	Vocational Rehabilitation Services