401k Plan data: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN plan

BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT 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.

401k Sponsoring company profile

THE BIRCH WALTHEN LENOX SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: THE BIRCH WALTHEN LENOX SCHOOL

Employer identification number (EIN): 133603578

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BILL KUHN 2023-10-13
001 2021-01-01 BILL KUHN 2022-10-17
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ANN GLICKMAN
001 2016-01-01 ANN GLICKMAN
001 2015-01-01 ANN GLICKMAN
001 2014-01-01 ANN GLICKMAN
001 2013-01-01 ANN GLICKMAN
001 2012-01-01 ANN GLICKMAN
001 2011-01-01 ANN GLICKMAN
001 2010-01-01 ANN GLICKMAN 2012-07-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	BILL KUHN	2023-10-13
001	2021-01-01	BILL KUHN	2022-10-17
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ANN GLICKMAN
001	2016-01-01	ANN GLICKMAN
001	2015-01-01	ANN GLICKMAN
001	2014-01-01	ANN GLICKMAN
001	2013-01-01	ANN GLICKMAN
001	2012-01-01	ANN GLICKMAN
001	2011-01-01	ANN GLICKMAN
001	2010-01-01	ANN GLICKMAN	2012-07-10

Plan Statistics for BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 124
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 204
Total of all active and inactive participants 2022-01-01 328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 5
Total participants 2022-01-01 333
Number of participants with account balances 2022-01-01 327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 345
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 135
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 201
Total of all active and inactive participants 2021-01-01 336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 6
Total participants 2021-01-01 342
Number of participants with account balances 2021-01-01 335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 136
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 209
Total of all active and inactive participants 2020-01-01 345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 345
Number of participants with account balances 2020-01-01 343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 162
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 184
Total of all active and inactive participants 2019-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 346
Number of participants with account balances 2019-01-01 345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 164
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 183
Total of all active and inactive participants 2018-01-01 347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 347
Number of participants with account balances 2018-01-01 346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 159
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 187
Total of all active and inactive participants 2017-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 347
Number of participants with account balances 2017-01-01 346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 337
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 146
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 189
Total of all active and inactive participants 2016-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 335
Number of participants with account balances 2016-01-01 334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 336
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 140
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 196
Total of all active and inactive participants 2015-01-01 336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 337
Number of participants with account balances 2015-01-01 336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 152
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 184
Total of all active and inactive participants 2014-01-01 336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 336
Number of participants with account balances 2014-01-01 332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 205
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 28
Total of all active and inactive participants 2013-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 233
Number of participants with account balances 2013-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 134
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 64
Total of all active and inactive participants 2012-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 198
Number of participants with account balances 2012-01-01 165
2011: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 94
Number of other retired or separated participants entitled to future benefits 2011-01-01 47
Total of all active and inactive participants 2011-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 142
Number of participants with account balances 2011-01-01 135

Measure	Date	Value
2022: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	124
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	204
Total of all active and inactive participants	2022-01-01	328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	5
Total participants	2022-01-01	333
Number of participants with account balances	2022-01-01	327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	345
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	135
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	201
Total of all active and inactive participants	2021-01-01	336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	6
Total participants	2021-01-01	342
Number of participants with account balances	2021-01-01	335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	136
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	209
Total of all active and inactive participants	2020-01-01	345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	345
Number of participants with account balances	2020-01-01	343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	162
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	184
Total of all active and inactive participants	2019-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	346
Number of participants with account balances	2019-01-01	345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	164
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	183
Total of all active and inactive participants	2018-01-01	347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	347
Number of participants with account balances	2018-01-01	346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	159
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	187
Total of all active and inactive participants	2017-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	347
Number of participants with account balances	2017-01-01	346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	337
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	146
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	189
Total of all active and inactive participants	2016-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	335
Number of participants with account balances	2016-01-01	334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	336
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	140
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	196
Total of all active and inactive participants	2015-01-01	336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	337
Number of participants with account balances	2015-01-01	336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	152
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	184
Total of all active and inactive participants	2014-01-01	336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	336
Number of participants with account balances	2014-01-01	332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	205
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	28
Total of all active and inactive participants	2013-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	233
Number of participants with account balances	2013-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	134
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	64
Total of all active and inactive participants	2012-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	198
Number of participants with account balances	2012-01-01	165
2011: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	94
Number of other retired or separated participants entitled to future benefits	2011-01-01	47
Total of all active and inactive participants	2011-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	142
Number of participants with account balances	2011-01-01	135

Financial Data on BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2022 : BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,392,446
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,782,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,782,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,015,708
Value of total assets at end of year	2022-12-31	$34,146,553
Value of total assets at beginning of year	2022-12-31	$40,321,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$457,303
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$493,088
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$6,200
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$94,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,175,102
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$34,146,553
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$40,321,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$20,909,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$27,085,381
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,204,000
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,969,230
Interest earned on other investments	2022-12-31	$457,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$11,032,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$11,256,295
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$533,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,031,975
Net investment gain/loss from pooled separate accounts	2022-12-31	$166,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$428,279
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$4,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,248,896
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	WISS & COMPANY
Accountancy firm EIN	2022-12-31	221732349
2021 : BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,586,663
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,802,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,802,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,165,302
Value of total assets at end of year	2021-12-31	$40,321,655
Value of total assets at beginning of year	2021-12-31	$36,537,699
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$388,051
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$629,068
Participant contributions at end of year	2021-12-31	$6,200
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$29,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,783,956
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$40,321,655
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$36,537,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$27,085,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$23,288,269
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,969,230
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,794,801
Interest earned on other investments	2021-12-31	$388,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$11,256,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$11,454,629
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$209,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,737,233
Net investment gain/loss from pooled separate accounts	2021-12-31	$296,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$506,586
Employer contributions (assets) at end of year	2021-12-31	$4,549
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,593,160
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	WISS & COMPANY
Accountancy firm EIN	2021-12-31	221732349
2020 : BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,229,460
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,990,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,990,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,275,967
Value of total assets at end of year	2020-12-31	$36,537,699
Value of total assets at beginning of year	2020-12-31	$33,298,779
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$437,635
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$675,471
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$63,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,238,920
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$36,537,699
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$33,298,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$23,288,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$19,926,689
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,794,801
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,881,434
Interest earned on other investments	2020-12-31	$437,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$11,454,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$11,490,656
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$92,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,532,617
Net investment gain/loss from pooled separate accounts	2020-12-31	$-16,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$536,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,898,397
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WISS & COMPANY
Accountancy firm EIN	2020-12-31	221732349
2019 : BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,517,577
Total income from all sources (including contributions)	2019-12-31	$5,517,577
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,110,880
Total of all expenses incurred	2019-12-31	$1,110,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,110,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,110,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,234,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,234,557
Value of total assets at end of year	2019-12-31	$33,298,779
Value of total assets at end of year	2019-12-31	$33,298,779
Value of total assets at beginning of year	2019-12-31	$28,892,082
Value of total assets at beginning of year	2019-12-31	$28,892,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$440,746
Total interest from all sources	2019-12-31	$440,746
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$534,038
Amount contributed by the employer to the plan for this plan year	2019-12-31	$534,038
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$670,516
Contributions received from participants	2019-12-31	$670,516
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$30,003
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$30,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,406,697
Value of net income/loss	2019-12-31	$4,406,697
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$33,298,779
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$33,298,779
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$28,892,082
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$28,892,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$19,926,689
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$19,926,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$15,847,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$15,847,031
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,881,434
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,881,434
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,659,311
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,659,311
Interest earned on other investments	2019-12-31	$440,746
Interest earned on other investments	2019-12-31	$440,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$11,490,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$11,490,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$11,385,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$11,385,740
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$415,039
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$415,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,746,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,746,861
Net investment gain/loss from pooled separate accounts	2019-12-31	$95,413
Net investment gain/loss from pooled separate accounts	2019-12-31	$95,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$534,038
Contributions received in cash from employer	2019-12-31	$534,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$695,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$695,841
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WISS & COMPANY
Accountancy firm name	2019-12-31	WISS & COMPANY
Accountancy firm EIN	2019-12-31	221732349
Accountancy firm EIN	2019-12-31	221732349
2018 : BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$343,166
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,801,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,801,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,176,517
Value of total assets at end of year	2018-12-31	$28,892,082
Value of total assets at beginning of year	2018-12-31	$30,349,983
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$437,769
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$541,241
Amount contributed by the employer to the plan for this plan year	2018-12-31	$541,241
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$629,167
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$6,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,457,901
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$28,892,082
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$30,349,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$15,847,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$17,939,957
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,659,311
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,681,409
Interest earned on other investments	2018-12-31	$437,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$11,385,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$10,728,617
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$957,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,345,523
Net investment gain/loss from pooled separate accounts	2018-12-31	$74,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$541,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$843,520
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WISS & COMPANY
Accountancy firm EIN	2018-12-31	221732349
2017 : BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,735,217
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,186,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,186,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,201,570
Value of total assets at end of year	2017-12-31	$30,349,983
Value of total assets at beginning of year	2017-12-31	$26,801,607
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$413,974
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$529,024
Amount contributed by the employer to the plan for this plan year	2017-12-31	$529,024
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$628,935
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$43,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,548,376
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$30,349,983
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$26,801,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$17,939,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$14,959,245
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,681,409
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,603,422
Interest earned on other investments	2017-12-31	$413,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$10,728,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$10,238,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,049,769
Net investment gain/loss from pooled separate accounts	2017-12-31	$69,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$529,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,186,841
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WISS & COMPANY
Accountancy firm EIN	2017-12-31	221732349
2016 : BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,634,447
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$691,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$691,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,196,304
Value of total assets at end of year	2016-12-31	$26,801,607
Value of total assets at beginning of year	2016-12-31	$24,858,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$431,461
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$506,335
Amount contributed by the employer to the plan for this plan year	2016-12-31	$506,335
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$605,460
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$84,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,943,201
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$26,801,607
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$24,858,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$14,959,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,449,472
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,603,422
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,481,632
Interest earned on other investments	2016-12-31	$431,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$10,238,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$9,927,302
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$41,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$928,123
Net investment gain/loss from pooled separate accounts	2016-12-31	$78,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$506,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$649,390
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WISS & COMPANY
Accountancy firm EIN	2016-12-31	221732349
2015 : BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,819,677
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$542,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$542,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,321,547
Value of total assets at end of year	2015-12-31	$24,858,406
Value of total assets at beginning of year	2015-12-31	$23,581,418
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$390,637
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$506,016
Amount contributed by the employer to the plan for this plan year	2015-12-31	$506,016
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$621,495
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$194,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,276,988
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$24,858,406
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$23,581,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,449,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$13,188,828
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,481,632
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,322,925
Interest earned on other investments	2015-12-31	$390,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$9,927,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$9,069,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,736
Net investment gain/loss from pooled separate accounts	2015-12-31	$109,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$506,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$542,689
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WISS & COMPANY
Accountancy firm EIN	2015-12-31	221732349
2014 : BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$7,025,435
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,441,228
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,193,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,193,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,094,844
Value of total assets at end of year	2014-12-31	$23,581,418
Value of total assets at beginning of year	2014-12-31	$15,308,663
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$374,063
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$479,253
Amount contributed by the employer to the plan for this plan year	2014-12-31	$479,253
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$613,229
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,247,320
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$23,581,418
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,308,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$13,188,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,697,491
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,322,925
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$882,455
Interest earned on other investments	2014-12-31	$374,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$9,069,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,728,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$835,205
Net investment gain/loss from pooled separate accounts	2014-12-31	$137,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$479,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,193,908
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WISS & COMPANY
Accountancy firm EIN	2014-12-31	221732349
2013 : BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,025,773
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$188,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$187,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,026,767
Value of total assets at end of year	2013-12-31	$15,308,663
Value of total assets at beginning of year	2013-12-31	$12,471,106
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$238
Total interest from all sources	2013-12-31	$187,002
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$451,757
Amount contributed by the employer to the plan for this plan year	2013-12-31	$451,757
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$568,775
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$6,235
Other income not declared elsewhere	2013-12-31	$238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,837,557
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,308,663
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,471,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$9,697,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,355,356
Value of interest in pooled separate accounts at end of year	2013-12-31	$882,455
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$585,788
Interest earned on other investments	2013-12-31	$187,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$4,728,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$4,529,962
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$45,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,744,769
Net investment gain/loss from pooled separate accounts	2013-12-31	$66,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$451,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$142,144
Contract administrator fees	2013-12-31	$238
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LOEB & TROPER
Accountancy firm EIN	2013-12-31	131517563
2012 : BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,979,203
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$278,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$278,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$907,157
Value of total assets at end of year	2012-12-31	$12,471,106
Value of total assets at beginning of year	2012-12-31	$10,770,540
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$175,255
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$408,008
Amount contributed by the employer to the plan for this plan year	2012-12-31	$408,008
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$472,741
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$26,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,700,566
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,471,106
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,770,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,355,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,955,496
Value of interest in pooled separate accounts at end of year	2012-12-31	$585,788
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$471,805
Interest earned on other investments	2012-12-31	$175,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,529,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$4,343,239
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$148,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$846,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$408,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$129,732
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LOEB & TROPER
Accountancy firm EIN	2012-12-31	131517563
2011 : BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,070,959
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$82,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$82,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$954,728
Value of total assets at end of year	2011-12-31	$10,770,540
Value of total assets at beginning of year	2011-12-31	$9,781,942
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$164,738
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$359,839
Amount contributed by the employer to the plan for this plan year	2011-12-31	$359,839
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$432,617
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$162,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$988,598
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,770,540
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,781,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,955,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,565,906
Value of interest in pooled separate accounts at end of year	2011-12-31	$471,805
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$360,124
Interest earned on other investments	2011-12-31	$164,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,343,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,855,912
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$23,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-98,921
Net investment gain/loss from pooled separate accounts	2011-12-31	$50,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$359,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$59,181
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LOEB & TROPER
Accountancy firm EIN	2011-12-31	131517563

Form 5500 Responses for BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2022: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

367079

Policy instance

Insurance contract or identification number	367079
Number of Individuals Covered	330
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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

367079

Policy instance

Insurance contract or identification number	367079
Number of Individuals Covered	339
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

367079

Policy instance

Insurance contract or identification number	367079
Number of Individuals Covered	345
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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

367079

Policy instance

Insurance contract or identification number	367079
Number of Individuals Covered	348
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

367079

Policy instance

Insurance contract or identification number	367079
Number of Individuals Covered	349
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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

367079

Policy instance

Insurance contract or identification number	367079
Number of Individuals Covered	349
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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

367080/367079

Policy instance

Insurance contract or identification number	367080/367079
Number of Individuals Covered	337
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

367080/367079

Policy instance

Insurance contract or identification number	367080/367079
Number of Individuals Covered	333
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

367080/367079

Policy instance

Insurance contract or identification number	367080/367079
Number of Individuals Covered	174
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

367080/367079

Policy instance

Insurance contract or identification number	367080/367079
Number of Individuals Covered	198
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

367080/367079

Policy instance

Insurance contract or identification number	367080/367079
Number of Individuals Covered	142
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	THE BIRCH WALTHEN LENOX SCHOOL
Employer identification number (EIN):	133603578
NAIC Classification:	611000