401k Plan data: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN plan

COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN
Plan identification number	003

COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.

401k Sponsoring company profile

COLUMBIA GRAMMAR AND PREPARATORY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL

Employer identification number (EIN): 130590970

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION 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 2018-07-01
003 2017-07-01
003 2016-07-01
003 2015-07-01
003 2014-07-01
003 2013-07-01
003 2012-07-01 SHARONAH VOLKOWITZ
003 2011-07-01 RICHARD J. SOGHOIAN
003 2009-07-01 RICHARD J. SOGHOIAN

Plan Statistics for COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN

Measure Date Value
2021: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 535
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 420
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 117
Total of all active and inactive participants 2021-07-01 537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 3
Total participants 2021-07-01 540
Number of participants with account balances 2021-07-01 534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 521
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 438
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 96
Total of all active and inactive participants 2020-07-01 534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 535
Number of participants with account balances 2020-07-01 531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 527
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 438
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 83
Total of all active and inactive participants 2019-07-01 521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 521
Number of participants with account balances 2019-07-01 517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 508
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 443
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 66
Total of all active and inactive participants 2018-07-01 509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 509
Number of participants with account balances 2018-07-01 505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 485
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 448
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 60
Total of all active and inactive participants 2017-07-01 508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 508
Number of participants with account balances 2017-07-01 499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 481
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 450
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 35
Total of all active and inactive participants 2016-07-01 485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 485
Number of participants with account balances 2016-07-01 483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 454
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 449
Number of other retired or separated participants entitled to future benefits 2015-07-01 32
Total of all active and inactive participants 2015-07-01 481
Total participants 2015-07-01 481
Number of participants with account balances 2015-07-01 466
2014: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 442
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 426
Number of other retired or separated participants entitled to future benefits 2014-07-01 28
Total of all active and inactive participants 2014-07-01 454
Total participants 2014-07-01 454
Number of participants with account balances 2014-07-01 451
2013: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 421
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 423
Number of other retired or separated participants entitled to future benefits 2013-07-01 18
Total of all active and inactive participants 2013-07-01 441
Total participants 2013-07-01 441
Number of participants with account balances 2013-07-01 434
2012: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 416
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 427
Number of other retired or separated participants entitled to future benefits 2012-07-01 12
Total of all active and inactive participants 2012-07-01 439
Total participants 2012-07-01 439
Number of participants with account balances 2012-07-01 420
2011: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 404
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 406
Number of other retired or separated participants entitled to future benefits 2011-07-01 10
Total of all active and inactive participants 2011-07-01 416
Total participants 2011-07-01 416
Number of participants with account balances 2011-07-01 397
2009: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 381
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 387
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 9
Total of all active and inactive participants 2009-07-01 396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 396
Number of participants with account balances 2009-07-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2021: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	535
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	420
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	117
Total of all active and inactive participants	2021-07-01	537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	3
Total participants	2021-07-01	540
Number of participants with account balances	2021-07-01	534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	521
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	438
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	96
Total of all active and inactive participants	2020-07-01	534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	535
Number of participants with account balances	2020-07-01	531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	527
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	438
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	83
Total of all active and inactive participants	2019-07-01	521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	521
Number of participants with account balances	2019-07-01	517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	508
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	443
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	66
Total of all active and inactive participants	2018-07-01	509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	509
Number of participants with account balances	2018-07-01	505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	485
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	448
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	60
Total of all active and inactive participants	2017-07-01	508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	508
Number of participants with account balances	2017-07-01	499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	481
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	450
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	35
Total of all active and inactive participants	2016-07-01	485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	485
Number of participants with account balances	2016-07-01	483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	454
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	449
Number of other retired or separated participants entitled to future benefits	2015-07-01	32
Total of all active and inactive participants	2015-07-01	481
Total participants	2015-07-01	481
Number of participants with account balances	2015-07-01	466
2014: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	442
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	426
Number of other retired or separated participants entitled to future benefits	2014-07-01	28
Total of all active and inactive participants	2014-07-01	454
Total participants	2014-07-01	454
Number of participants with account balances	2014-07-01	451
2013: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	421
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	423
Number of other retired or separated participants entitled to future benefits	2013-07-01	18
Total of all active and inactive participants	2013-07-01	441
Total participants	2013-07-01	441
Number of participants with account balances	2013-07-01	434
2012: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	416
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	427
Number of other retired or separated participants entitled to future benefits	2012-07-01	12
Total of all active and inactive participants	2012-07-01	439
Total participants	2012-07-01	439
Number of participants with account balances	2012-07-01	420
2011: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	404
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	406
Number of other retired or separated participants entitled to future benefits	2011-07-01	10
Total of all active and inactive participants	2011-07-01	416
Total participants	2011-07-01	416
Number of participants with account balances	2011-07-01	397
2009: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	381
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	387
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	9
Total of all active and inactive participants	2009-07-01	396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	396
Number of participants with account balances	2009-07-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2022 : COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-6,275,582
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$6,917,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$6,873,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$6,032,329
Value of total assets at end of year	2022-06-30	$107,693,749
Value of total assets at beginning of year	2022-06-30	$120,887,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$44,376
Total interest from all sources	2022-06-30	$863,687
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$1,156,394
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	$1,156,394
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$3,064,273
Participant contributions at end of year	2022-06-30	$159,085
Participant contributions at beginning of year	2022-06-30	$87,685
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$489,809
Other income not declared elsewhere	2022-06-30	$66,265
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	$-13,193,316
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$107,693,749
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$120,887,065
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	$75,435,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$89,649,983
Value of interest in pooled separate accounts at end of year	2022-06-30	$7,608,008
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$5,917,911
Interest on participant loans	2022-06-30	$6,068
Interest earned on other investments	2022-06-30	$857,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$24,490,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$25,231,486
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$561,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-15,797,525
Net investment gain/loss from pooled separate accounts	2022-06-30	$1,403,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$2,478,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$6,311,605
Contract administrator fees	2022-06-30	$44,376
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	FORVIS, LLP
Accountancy firm EIN	2022-06-30	440160260
2021 : COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION 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	$29,099,780
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$3,810,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$3,759,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$5,646,174
Value of total assets at end of year	2021-06-30	$120,887,065
Value of total assets at beginning of year	2021-06-30	$95,597,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$50,851
Total interest from all sources	2021-06-30	$870,563
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$709,039
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	$709,039
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$2,860,576
Participant contributions at end of year	2021-06-30	$87,685
Participant contributions at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$250,803
Other income not declared elsewhere	2021-06-30	$54,309
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	$25,289,536
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$120,887,065
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$95,597,529
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	$89,649,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$65,321,588
Value of interest in pooled separate accounts at end of year	2021-06-30	$5,917,911
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$5,404,456
Interest on participant loans	2021-06-30	$703
Interest earned on other investments	2021-06-30	$869,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$25,231,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$24,871,485
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$348,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$21,457,070
Net investment gain/loss from pooled separate accounts	2021-06-30	$362,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$2,534,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$3,411,325
Contract administrator fees	2021-06-30	$50,851
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	BKD, LLP
Accountancy firm EIN	2021-06-30	440160260
2020 : COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$10,763,294
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$7,184,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$7,150,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$6,254,708
Value of total assets at end of year	2020-06-30	$95,597,529
Value of total assets at beginning of year	2020-06-30	$92,018,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$34,036
Total interest from all sources	2020-06-30	$865,281
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$469,446
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	$469,446
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$2,926,355
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$829,694
Other income not declared elsewhere	2020-06-30	$48,060
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	$3,579,191
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$95,597,529
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$92,018,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$65,321,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$62,020,674
Value of interest in pooled separate accounts at end of year	2020-06-30	$5,404,456
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$5,371,008
Interest earned on other investments	2020-06-30	$865,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$24,871,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$24,626,656
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$1,610,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$3,070,905
Net investment gain/loss from pooled separate accounts	2020-06-30	$54,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$2,498,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$5,539,963
Contract administrator fees	2020-06-30	$34,036
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BKD, LLP
Accountancy firm EIN	2020-06-30	440160260
2019 : COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$9,998,754
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$1,765,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,747,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$5,324,742
Value of total assets at end of year	2019-06-30	$92,018,338
Value of total assets at beginning of year	2019-06-30	$83,785,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$18,291
Total interest from all sources	2019-06-30	$873,087
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$251,381
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	$251,381
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2019-06-30	$0
Minimum employer required contribution for this plan year	2019-06-30	$2,559,403
Amount contributed by the employer to the plan for this plan year	2019-06-30	$2,559,403
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$2,673,364
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$91,975
Other income not declared elsewhere	2019-06-30	$10,805
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	$8,233,058
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$92,018,338
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$83,785,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$62,020,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$56,233,191
Value of interest in pooled separate accounts at end of year	2019-06-30	$5,371,008
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$5,003,916
Interest earned on other investments	2019-06-30	$873,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$24,626,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$22,548,173
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$17,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$3,270,441
Net investment gain/loss from pooled separate accounts	2019-06-30	$268,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$2,559,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,729,487
Contract administrator fees	2019-06-30	$18,291
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	BKD, LLP
Accountancy firm EIN	2019-06-30	440160260
2018 : COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets to this plan	2018-06-30	$23,031,604
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	$8,899,742
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$2,596,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$2,590,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$3,771,366
Value of total assets at end of year	2018-06-30	$83,785,280
Value of total assets at beginning of year	2018-06-30	$54,450,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$5,450
Total interest from all sources	2018-06-30	$559,518
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$103,338
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	$103,338
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2018-06-30	$0
Minimum employer required contribution for this plan year	2018-06-30	$2,491,526
Amount contributed by the employer to the plan for this plan year	2018-06-30	$2,491,526
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$1,245,763
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$34,077
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	$6,303,576
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$83,785,280
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$54,450,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$56,233,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$36,475,943
Value of interest in pooled separate accounts at end of year	2018-06-30	$5,003,916
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$3,526,109
Interest earned on other investments	2018-06-30	$559,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$22,548,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$14,448,048
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$508,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$4,291,630
Net investment gain/loss from pooled separate accounts	2018-06-30	$173,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$2,491,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$2,081,833
Contract administrator fees	2018-06-30	$5,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	BKD, LLP
Accountancy firm EIN	2018-06-30	440160260
2017 : COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$8,984,878
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$582,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$581,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$3,623,547
Value of total assets at end of year	2017-06-30	$54,450,100
Value of total assets at beginning of year	2017-06-30	$46,047,885
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$1,105
Total interest from all sources	2017-06-30	$555,478
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$23,518
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	$23,518
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$1,199,977
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$23,616
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	$8,402,215
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$54,450,100
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$46,047,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$1,105
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$36,475,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$29,657,635
Value of interest in pooled separate accounts at end of year	2017-06-30	$3,526,109
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$3,223,785
Interest earned on other investments	2017-06-30	$555,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$14,448,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$13,166,465
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$14,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$4,653,180
Net investment gain/loss from pooled separate accounts	2017-06-30	$129,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$2,399,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$566,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	LOEB AND TROPER
Accountancy firm EIN	2017-06-30	131517563
2016 : COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$3,756,531
Total of all expenses incurred	2016-06-30	$1,014,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,014,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$3,381,094
Value of total assets at end of year	2016-06-30	$46,047,885
Value of total assets at beginning of year	2016-06-30	$43,305,859
Total interest from all sources	2016-06-30	$499,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$1,125,964
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$3,192
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	$2,742,026
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$46,047,885
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$43,305,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$29,657,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$28,597,833
Value of interest in pooled separate accounts at end of year	2016-06-30	$3,223,785
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$2,782,993
Interest earned on other investments	2016-06-30	$499,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$13,166,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$11,925,033
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$191,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-323,820
Net investment gain/loss from pooled separate accounts	2016-06-30	$199,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$2,251,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$823,001
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	LOEB AND TROPER LLP
Accountancy firm EIN	2016-06-30	131517563
2015 : COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$5,233,896
Total of all expenses incurred	2015-06-30	$1,318,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,312,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$3,270,314
Value of total assets at end of year	2015-06-30	$43,305,859
Value of total assets at beginning of year	2015-06-30	$39,390,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$5,992
Total interest from all sources	2015-06-30	$457,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$1,056,354
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$100,595
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	$3,915,347
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$43,305,859
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$39,390,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$28,597,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$25,878,367
Value of interest in pooled separate accounts at end of year	2015-06-30	$2,782,993
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$2,286,374
Interest earned on other investments	2015-06-30	$457,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$11,925,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$11,225,771
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$19,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$1,249,911
Net investment gain/loss from pooled separate accounts	2015-06-30	$256,243
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	$2,113,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,292,784
Contract administrator fees	2015-06-30	$5,992
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	LOEB AND TROPER
Accountancy firm EIN	2015-06-30	131517563
2014 : COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$7,906,875
Total of all expenses incurred	2014-06-30	$1,098,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,098,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$3,102,965
Value of total assets at end of year	2014-06-30	$39,390,512
Value of total assets at beginning of year	2014-06-30	$32,582,120
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$429,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$1,029,641
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$6,808,392
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$39,390,512
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$32,582,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$25,878,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$20,441,175
Value of interest in pooled separate accounts at end of year	2014-06-30	$2,286,374
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$1,916,502
Interest earned on other investments	2014-06-30	$429,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$11,225,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$10,224,443
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$125,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$4,156,803
Net investment gain/loss from pooled separate accounts	2014-06-30	$217,915
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	$2,072,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$973,159
Contract administrator fees	2014-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	LOEB & TROPER LLP
Accountancy firm EIN	2014-06-30	131517563
2013 : COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$5,901,208
Total of all expenses incurred	2013-06-30	$320,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$320,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$3,047,096
Value of total assets at end of year	2013-06-30	$32,582,121
Value of total assets at beginning of year	2013-06-30	$27,001,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$359
Total interest from all sources	2013-06-30	$380,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$1,008,804
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$20,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$5,580,847
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$32,582,121
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$27,001,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$20,441,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$16,355,055
Value of interest in pooled separate accounts at end of year	2013-06-30	$1,916,502
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$1,617,107
Interest earned on other investments	2013-06-30	$380,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$10,224,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$9,029,111
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$15,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$2,329,951
Net investment gain/loss from pooled separate accounts	2013-06-30	$143,688
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	$2,017,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$304,874
Contract administrator fees	2013-06-30	$359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	LOEB & TROPER, LLP
Accountancy firm EIN	2013-06-30	131517563
2012 : COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$3,452,297
Total of all expenses incurred	2012-06-30	$338,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$336,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$2,857,735
Value of total assets at end of year	2012-06-30	$27,001,273
Value of total assets at beginning of year	2012-06-30	$23,887,398
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$2,367
Total interest from all sources	2012-06-30	$344,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$942,042
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$52,128
Other income not declared elsewhere	2012-06-30	$48
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$3,113,875
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$27,001,273
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$23,887,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$16,355,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$14,586,016
Value of interest in pooled separate accounts at end of year	2012-06-30	$1,617,107
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$1,305,411
Interest earned on other investments	2012-06-30	$344,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$9,029,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$7,995,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$99,922
Net investment gain/loss from pooled separate accounts	2012-06-30	$150,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$1,863,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$336,055
Contract administrator fees	2012-06-30	$2,367
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	LOEB & TROPER LLP
Accountancy firm EIN	2012-06-30	131517563
2011 : COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$5,802,918
Total of all expenses incurred	2011-06-30	$255,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$255,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$2,684,287
Value of total assets at end of year	2011-06-30	$23,887,398
Value of total assets at beginning of year	2011-06-30	$18,339,807
Total interest from all sources	2011-06-30	$295,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$893,769
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$4,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$5,547,591
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$23,887,398
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$18,339,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$14,586,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$10,544,950
Value of interest in pooled separate accounts at end of year	2011-06-30	$1,305,411
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$938,468
Interest earned on other investments	2011-06-30	$295,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$7,995,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$6,856,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$2,632,223
Net investment gain/loss from pooled separate accounts	2011-06-30	$190,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$1,785,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$255,327
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	LOEB & TROPER LLP
Accountancy firm EIN	2011-06-30	131517563

Form 5500 Responses for COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN

2021: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403B DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

346652

Policy instance

Insurance contract or identification number	346652
Number of Individuals Covered	410
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

346652

Policy instance

Insurance contract or identification number	346652
Number of Individuals Covered	428
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

346652

Policy instance

Insurance contract or identification number	346652
Number of Individuals Covered	441
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

346652

Policy instance

Insurance contract or identification number	346652
Number of Individuals Covered	446
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

346652

Policy instance

Insurance contract or identification number	346652
Number of Individuals Covered	508
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	COLUMBIA GRAMMAR AND PREPARATORY SCHOOL
Employer identification number (EIN):	130590970
NAIC Classification:	611000