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LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameLAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

LAWRENCEVILLE SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:LAWRENCEVILLE SCHOOL
Employer identification number (EIN):210634503
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOYE NAGLE2023-10-09
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ERIKA WORTHY
0012016-01-01ERIKA WORTHY
0012015-01-01ERIKA WORTHY
0012015-01-01
0012014-01-01JOSEPH SHIARAPPA
0012013-01-01JOSEPH SHIARAPPA
0012012-01-01JOSEPH SHIARAPPA
0012011-01-01MICHELLE MICHARSKI WESLEY BROOKS2012-10-09
0012009-01-01MICHELLE MICHARSKI WESLEY BROOKS2010-10-15

Plan Statistics for LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01870
Total number of active participants reported on line 7a of the Form 55002022-01-01412
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01435
Total of all active and inactive participants2022-01-01847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0121
Total participants2022-01-01868
Number of participants with account balances2022-01-01830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01848
Total number of active participants reported on line 7a of the Form 55002021-01-01462
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01387
Total of all active and inactive participants2021-01-01849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0121
Total participants2021-01-01870
Number of participants with account balances2021-01-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01831
Total number of active participants reported on line 7a of the Form 55002020-01-01461
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01382
Total of all active and inactive participants2020-01-01843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01848
Number of participants with account balances2020-01-01824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01854
Total number of active participants reported on line 7a of the Form 55002019-01-01450
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01374
Total of all active and inactive participants2019-01-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-01831
Number of participants with account balances2019-01-01807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01844
Total number of active participants reported on line 7a of the Form 55002018-01-01484
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01363
Total of all active and inactive participants2018-01-01847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-01854
Number of participants with account balances2018-01-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01826
Total number of active participants reported on line 7a of the Form 55002017-01-01477
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01364
Total of all active and inactive participants2017-01-01841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01844
Number of participants with account balances2017-01-01784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01766
Total number of active participants reported on line 7a of the Form 55002016-01-01476
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01347
Total of all active and inactive participants2016-01-01823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01826
Number of participants with account balances2016-01-01767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01752
Total number of active participants reported on line 7a of the Form 55002015-01-01417
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01345
Total of all active and inactive participants2015-01-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01766
Number of participants with account balances2015-01-01752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01766
Total number of active participants reported on line 7a of the Form 55002014-01-01395
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01353
Total of all active and inactive participants2014-01-01748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01752
Number of participants with account balances2014-01-01738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01771
Total number of active participants reported on line 7a of the Form 55002013-01-01400
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01363
Total of all active and inactive participants2013-01-01763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01766
Number of participants with account balances2013-01-01726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01764
Total number of active participants reported on line 7a of the Form 55002012-01-01404
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01365
Total of all active and inactive participants2012-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01771
Number of participants with account balances2012-01-01727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01763
Total number of active participants reported on line 7a of the Form 55002011-01-01394
Number of other retired or separated participants entitled to future benefits2011-01-01369
Total of all active and inactive participants2011-01-01763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01764
Number of participants with account balances2011-01-01719
2009: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01944
Total number of active participants reported on line 7a of the Form 55002009-01-01853
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0193
Total of all active and inactive participants2009-01-01946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01949
Number of participants with account balances2009-01-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-12,527,765
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,524,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,479,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,058,916
Value of total assets at end of year2022-12-31$142,056,121
Value of total assets at beginning of year2022-12-31$161,108,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,837
Total interest from all sources2022-12-31$1,239,048
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,784,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,784,651
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,222,443
Participant contributions at end of year2022-12-31$160,881
Participant contributions at beginning of year2022-12-31$83,362
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$114,197
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$439,608
Other income not declared elsewhere2022-12-31$70,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,052,219
Value of net assets at end of year (total assets less liabilities)2022-12-31$142,056,121
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$161,108,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$2,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$102,028,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$121,688,978
Value of interest in pooled separate accounts at end of year2022-12-31$8,002,558
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,361,584
Interest on participant loans2022-12-31$5,705
Interest earned on other investments2022-12-31$1,233,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$31,864,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$31,629,534
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$884,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-22,285,343
Net investment gain/loss from pooled separate accounts2022-12-31$604,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,396,865
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$230,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,595,347
Contract administrator fees2022-12-31$42,705
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31WISS & COMPANY, LLP
Accountancy firm EIN2022-12-31221732349
2021 : LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$24,762,206
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,482,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,480,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,898,934
Value of total assets at end of year2021-12-31$161,108,340
Value of total assets at beginning of year2021-12-31$141,828,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,747
Total interest from all sources2021-12-31$1,073,651
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,349,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,349,472
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,212,576
Participant contributions at end of year2021-12-31$83,362
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$114,197
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$316,366
Other income not declared elsewhere2021-12-31$3,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$19,279,529
Value of net assets at end of year (total assets less liabilities)2021-12-31$161,108,340
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$141,828,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,747
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$121,688,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$104,181,699
Value of interest in pooled separate accounts at end of year2021-12-31$7,361,584
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,283,737
Interest on participant loans2021-12-31$492
Interest earned on other investments2021-12-31$1,073,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$31,629,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$31,363,375
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$886,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,328,574
Net investment gain/loss from pooled separate accounts2021-12-31$1,108,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,369,992
Employer contributions (assets) at end of year2021-12-31$230,685
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,594,581
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WISS & COMPANY, LLP
Accountancy firm EIN2021-12-31221732349
2020 : LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$22,035,959
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,518,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,517,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,861,664
Value of total assets at end of year2020-12-31$141,828,811
Value of total assets at beginning of year2020-12-31$125,311,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$590
Total interest from all sources2020-12-31$1,161,223
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,301,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,301,301
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,035,592
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$7,247
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,433,250
Other income not declared elsewhere2020-12-31$45,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$16,517,384
Value of net assets at end of year (total assets less liabilities)2020-12-31$141,828,811
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$125,311,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$590
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$104,181,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$89,122,739
Value of interest in pooled separate accounts at end of year2020-12-31$6,283,737
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,348,562
Interest earned on other investments2020-12-31$1,161,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$31,363,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$29,815,051
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$261,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,718,369
Net investment gain/loss from pooled separate accounts2020-12-31$-52,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,392,822
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$17,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,256,450
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WISS & COMPANY, LLP
Accountancy firm EIN2020-12-31221732349
2019 : LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$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$24,789,726
Total income from all sources (including contributions)2019-12-31$24,789,726
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,403,818
Total of all expenses incurred2019-12-31$7,403,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,367,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,367,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,762,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,762,604
Value of total assets at end of year2019-12-31$125,311,427
Value of total assets at end of year2019-12-31$125,311,427
Value of total assets at beginning of year2019-12-31$107,925,519
Value of total assets at beginning of year2019-12-31$107,925,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,126
Total interest from all sources2019-12-31$1,121,326
Total interest from all sources2019-12-31$1,121,326
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,635,260
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,635,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,635,260
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,635,260
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$3,455,498
Amount contributed by the employer to the plan for this plan year2019-12-31$3,455,498
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,990,983
Contributions received from participants2019-12-31$1,990,983
Participant contributions at end of year2019-12-31$7,247
Participant contributions at end of year2019-12-31$7,247
Participant contributions at beginning of year2019-12-31$6,056
Participant contributions at beginning of year2019-12-31$6,056
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$316,123
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$316,123
Other income not declared elsewhere2019-12-31$107,624
Other income not declared elsewhere2019-12-31$107,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$17,385,908
Value of net income/loss2019-12-31$17,385,908
Value of net assets at end of year (total assets less liabilities)2019-12-31$125,311,427
Value of net assets at end of year (total assets less liabilities)2019-12-31$125,311,427
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$107,925,519
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$107,925,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$384
Investment advisory and management fees2019-12-31$384
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$89,122,739
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$89,122,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$73,326,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$73,326,019
Value of interest in pooled separate accounts at end of year2019-12-31$6,348,562
Value of interest in pooled separate accounts at end of year2019-12-31$6,348,562
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,803,578
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,803,578
Interest on participant loans2019-12-31$5
Interest on participant loans2019-12-31$5
Interest earned on other investments2019-12-31$1,121,321
Interest earned on other investments2019-12-31$1,121,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$29,815,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$29,815,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$28,774,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$28,774,985
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,103,256
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,103,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,837,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,837,713
Net investment gain/loss from pooled separate accounts2019-12-31$325,199
Net investment gain/loss from pooled separate accounts2019-12-31$325,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,455,498
Contributions received in cash from employer2019-12-31$3,455,498
Employer contributions (assets) at end of year2019-12-31$17,828
Employer contributions (assets) at end of year2019-12-31$17,828
Employer contributions (assets) at beginning of year2019-12-31$14,881
Employer contributions (assets) at beginning of year2019-12-31$14,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,264,436
Contract administrator fees2019-12-31$35,742
Contract administrator fees2019-12-31$35,742
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WISS & COMPANY, LLP
Accountancy firm name2019-12-31WISS & COMPANY, LLP
Accountancy firm EIN2019-12-31221732349
Accountancy firm EIN2019-12-31221732349
2018 : LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$825,943
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,735,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,697,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,325,858
Value of total assets at end of year2018-12-31$107,925,519
Value of total assets at beginning of year2018-12-31$113,835,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,665
Total interest from all sources2018-12-31$1,133,975
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,900,298
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,900,298
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$3,283,114
Amount contributed by the employer to the plan for this plan year2018-12-31$3,283,114
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,754,804
Participant contributions at end of year2018-12-31$6,056
Participant contributions at beginning of year2018-12-31$4,875
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$287,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,909,483
Value of net assets at end of year (total assets less liabilities)2018-12-31$107,925,519
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$113,835,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$73,326,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$79,746,391
Value of interest in pooled separate accounts at end of year2018-12-31$5,803,578
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,568,152
Interest earned on other investments2018-12-31$1,133,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$28,774,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$28,502,657
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,060,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,804,072
Net investment gain/loss from pooled separate accounts2018-12-31$269,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,283,114
Employer contributions (assets) at end of year2018-12-31$14,881
Employer contributions (assets) at beginning of year2018-12-31$12,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,637,734
Contract administrator fees2018-12-31$37,665
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WISS & COMPANY, LLP
Accountancy firm EIN2018-12-31221732349
2017 : LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$19,823,265
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,521,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,477,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,577,248
Value of total assets at end of year2017-12-31$113,835,002
Value of total assets at beginning of year2017-12-31$99,533,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$44,583
Total interest from all sources2017-12-31$1,096,134
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,115,442
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,115,442
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$2,938,661
Amount contributed by the employer to the plan for this plan year2017-12-31$2,938,661
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,589,871
Participant contributions at end of year2017-12-31$4,875
Participant contributions at beginning of year2017-12-31$5,885
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,048,716
Other income not declared elsewhere2017-12-31$52,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$14,301,490
Value of net assets at end of year (total assets less liabilities)2017-12-31$113,835,002
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$99,533,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$79,746,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$65,628,169
Value of interest in pooled separate accounts at end of year2017-12-31$5,568,152
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,430,336
Interest earned on other investments2017-12-31$1,096,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$28,502,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$28,463,757
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$796,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,747,423
Net investment gain/loss from pooled separate accounts2017-12-31$234,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,938,661
Employer contributions (assets) at end of year2017-12-31$12,927
Employer contributions (assets) at beginning of year2017-12-31$5,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,680,906
Contract administrator fees2017-12-31$44,583
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WISS & COMPANY, LLP
Accountancy firm EIN2017-12-31221732349
2016 : LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$10,183,300
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,175,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,134,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,092,483
Value of total assets at end of year2016-12-31$99,533,512
Value of total assets at beginning of year2016-12-31$93,525,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,890
Total interest from all sources2016-12-31$1,190,103
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$665,699
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$665,699
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$2,432,876
Amount contributed by the employer to the plan for this plan year2016-12-31$2,432,876
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,493,797
Participant contributions at end of year2016-12-31$5,885
Participant contributions at beginning of year2016-12-31$4,282
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$165,810
Other income not declared elsewhere2016-12-31$52,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,007,683
Value of net assets at end of year (total assets less liabilities)2016-12-31$99,533,512
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$93,525,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$65,628,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$60,198,907
Value of interest in pooled separate accounts at end of year2016-12-31$5,430,336
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,991,001
Interest on participant loans2016-12-31$11
Interest earned on other investments2016-12-31$1,190,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$28,463,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$28,326,198
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$906,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,921,837
Net investment gain/loss from pooled separate accounts2016-12-31$261,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,432,876
Employer contributions (assets) at end of year2016-12-31$5,365
Employer contributions (assets) at beginning of year2016-12-31$5,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,228,571
Contract administrator fees2016-12-31$40,890
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WISS & COMPANY, LLP
Accountancy firm EIN2016-12-31221732349
2015 : LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$5,475,360
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,624,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,578,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,185,142
Value of total assets at end of year2015-12-31$93,525,829
Value of total assets at beginning of year2015-12-31$91,675,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$46,750
Total interest from all sources2015-12-31$1,102,528
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$747,698
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$747,698
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$2,246,522
Amount contributed by the employer to the plan for this plan year2015-12-31$2,246,522
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,459,469
Participant contributions at end of year2015-12-31$4,282
Participant contributions at beginning of year2015-12-31$9,806
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$479,151
Other income not declared elsewhere2015-12-31$47,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,850,558
Value of net assets at end of year (total assets less liabilities)2015-12-31$93,525,829
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$91,675,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$60,198,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$59,811,974
Value of interest in pooled separate accounts at end of year2015-12-31$4,991,001
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,315,890
Interest earned on other investments2015-12-31$1,102,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$28,326,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$27,522,788
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$399,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-975,472
Net investment gain/loss from pooled separate accounts2015-12-31$368,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,246,522
Employer contributions (assets) at end of year2015-12-31$5,441
Employer contributions (assets) at beginning of year2015-12-31$14,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,178,123
Contract administrator fees2015-12-31$46,750
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WISS & COMPANY, LLP
Accountancy firm EIN2015-12-31221732349
2014 : LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$9,146,199
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,574,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,574,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,026,605
Value of total assets at end of year2014-12-31$91,675,271
Value of total assets at beginning of year2014-12-31$87,103,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,113,527
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$565,357
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$565,357
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$2,180,633
Amount contributed by the employer to the plan for this plan year2014-12-31$2,180,633
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,315,402
Participant contributions at end of year2014-12-31$9,806
Participant contributions at beginning of year2014-12-31$1,962
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$517,094
Other income not declared elsewhere2014-12-31$27,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,571,686
Value of net assets at end of year (total assets less liabilities)2014-12-31$91,675,271
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$87,103,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$59,811,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$56,467,366
Value of interest in pooled separate accounts at end of year2014-12-31$4,315,890
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,327,904
Interest earned on other investments2014-12-31$1,113,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$27,522,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$27,305,016
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$761,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,993,319
Net investment gain/loss from pooled separate accounts2014-12-31$420,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,194,109
Employer contributions (assets) at end of year2014-12-31$14,813
Employer contributions (assets) at beginning of year2014-12-31$1,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,813,491
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WISS & COMPANY, LLP
Accountancy firm EIN2014-12-31221732349
2013 : LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$15,892,225
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,550,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,531,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,768,758
Value of total assets at end of year2013-12-31$87,103,585
Value of total assets at beginning of year2013-12-31$75,762,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,717
Total interest from all sources2013-12-31$1,067,649
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$306,202
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$306,202
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$2,174,403
Amount contributed by the employer to the plan for this plan year2013-12-31$2,174,403
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,193,224
Participant contributions at end of year2013-12-31$1,962
Participant contributions at beginning of year2013-12-31$6,958
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$401,131
Other income not declared elsewhere2013-12-31$25,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,341,352
Value of net assets at end of year (total assets less liabilities)2013-12-31$87,103,585
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$75,762,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$56,467,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$46,272,452
Value of interest in pooled separate accounts at end of year2013-12-31$3,327,904
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,739,920
Interest earned on other investments2013-12-31$1,067,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$27,305,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$26,733,301
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$455,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,444,557
Net investment gain/loss from pooled separate accounts2013-12-31$279,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,174,403
Employer contributions (assets) at end of year2013-12-31$1,337
Employer contributions (assets) at beginning of year2013-12-31$9,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,075,633
Contract administrator fees2013-12-31$19,717
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WISS & COMPANY, LLP
Accountancy firm EIN2013-12-31221732349
2012 : LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$10,945,619
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,116,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,112,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,409,430
Value of total assets at end of year2012-12-31$75,762,233
Value of total assets at beginning of year2012-12-31$69,932,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,000
Total interest from all sources2012-12-31$1,035,496
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$141,920
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$141,920
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$2,180,308
Amount contributed by the employer to the plan for this plan year2012-12-31$2,180,308
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,140,417
Participant contributions at end of year2012-12-31$6,958
Participant contributions at beginning of year2012-12-31$6,808
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$88,705
Other income not declared elsewhere2012-12-31$8,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,829,426
Value of net assets at end of year (total assets less liabilities)2012-12-31$75,762,233
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$69,932,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$46,272,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$41,717,662
Value of interest in pooled separate accounts at end of year2012-12-31$2,739,920
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,139,459
Interest earned on other investments2012-12-31$1,035,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$26,733,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$26,059,717
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$72,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,126,394
Net investment gain/loss from pooled separate accounts2012-12-31$223,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,180,308
Employer contributions (assets) at end of year2012-12-31$9,602
Employer contributions (assets) at beginning of year2012-12-31$9,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,039,668
Contract administrator fees2012-12-31$4,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WISS & COMPANY, LLP
Accountancy firm EIN2012-12-31221732349
2011 : LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$3,772,029
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,894,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,894,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,690,461
Value of total assets at end of year2011-12-31$69,932,807
Value of total assets at beginning of year2011-12-31$69,055,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,001,532
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$137,056
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$137,056
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$2,140,770
Amount contributed by the employer to the plan for this plan year2011-12-31$2,140,770
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,170,300
Participant contributions at end of year2011-12-31$6,808
Participant contributions at beginning of year2011-12-31$6,334
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$379,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$877,511
Value of net assets at end of year (total assets less liabilities)2011-12-31$69,932,807
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$69,055,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$41,717,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$42,197,323
Value of interest in pooled separate accounts at end of year2011-12-31$2,139,459
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,478,418
Interest earned on other investments2011-12-31$1,001,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$26,059,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$25,363,659
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$548,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,275,415
Net investment gain/loss from pooled separate accounts2011-12-31$218,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,140,770
Employer contributions (assets) at end of year2011-12-31$9,161
Employer contributions (assets) at beginning of year2011-12-31$9,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,345,668
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WISS & COMPANY, LLP
Accountancy firm EIN2011-12-31221732349
2010 : LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,434,607
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,367,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,367,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,182,902
Value of total assets at end of year2010-12-31$69,055,296
Value of total assets at beginning of year2010-12-31$62,988,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$922,718
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$45,130
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$45,130
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$2,072,059
Amount contributed by the employer to the plan for this plan year2010-12-31$2,072,059
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,102,933
Participant contributions at end of year2010-12-31$6,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,067,066
Value of net assets at end of year (total assets less liabilities)2010-12-31$69,055,296
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$62,988,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$42,197,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$37,262,086
Value of interest in pooled separate accounts at end of year2010-12-31$1,478,418
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,140,570
Interest earned on other investments2010-12-31$922,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$25,363,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$24,583,922
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$505,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,126,051
Net investment gain/loss from pooled separate accounts2010-12-31$157,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,079,969
Employer contributions (assets) at end of year2010-12-31$9,562
Employer contributions (assets) at beginning of year2010-12-31$1,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,862,355
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WISS & COMPANY, LLP
Accountancy firm EIN2010-12-31221732349
2009 : LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$2,026,237
Amount contributed by the employer to the plan for this plan year2009-12-31$2,026,237

Form 5500 Responses for LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2022: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104593
Policy instance 1
Insurance contract or identification number104593
Number of Individuals Covered520
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number104593
Policy instance 1
Insurance contract or identification number104593
Number of Individuals Covered524
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number104593
Policy instance 1
Insurance contract or identification number104593
Number of Individuals Covered532
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number104593
Policy instance 1
Insurance contract or identification number104593
Number of Individuals Covered546
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number104593
Policy instance 1
Insurance contract or identification number104593
Number of Individuals Covered545
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number104593
Policy instance 1
Insurance contract or identification number104593
Number of Individuals Covered558
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number104593
Policy instance 1
Insurance contract or identification number104593
Number of Individuals Covered580
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number104593
Policy instance 1
Insurance contract or identification number104593
Number of Individuals Covered592
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number104593
Policy instance 1
Insurance contract or identification number104593
Number of Individuals Covered726
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number104593
Policy instance 1
Insurance contract or identification number104593
Number of Individuals Covered729
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number104593
Policy instance 1
Insurance contract or identification number104593
Number of Individuals Covered719
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number104593
Policy instance 1
Insurance contract or identification number104593
Number of Individuals Covered721
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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