401k Plan data: BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN plan

BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN
Plan identification number	002

BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

BLAIR ACADEMY has sponsored the creation of one or more 401k plans.

Company Name: BLAIR ACADEMY

Employer identification number (EIN): 221500475

NAIC Classification: 611000

Additional information about BLAIR ACADEMY

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services

Incorporation Date:

Company Identification Number: 0900005932

More information about BLAIR ACADEMY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 JAMES FRICK
002 2011-01-01 JAMES FRICK
002 2010-01-01 JAMES FRICK
002 2009-01-01 JAMES FRICK
002 2008-01-01

Plan Statistics for BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2012: BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
2011: BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 114
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 118
Total participants 2011-01-01 118
Number of participants with account balances 2011-01-01 105
2010: BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 110
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 113
Total participants 2010-01-01 113
Number of participants with account balances 2010-01-01 100
2009: BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 108
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 111
Number of participants with account balances 2009-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
2011: BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	114
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	118
Total participants	2011-01-01	118
Number of participants with account balances	2011-01-01	105
2010: BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	110
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	113
Total participants	2010-01-01	113
Number of participants with account balances	2010-01-01	100
2009: BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	108
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	111
Number of participants with account balances	2009-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2012 : BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total transfer of assets from this plan	2012-12-31	$5,857,692
Value of total assets at end of year	2012-12-31	$0
Value of total assets at beginning of year	2012-12-31	$5,857,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,857,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,217,766
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$108,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,531,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	TAIT, WELLER & BAKER LLP
Accountancy firm EIN	2012-12-31	231144520
2011 : BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$404,434
Total of all expenses incurred	2011-12-31	$115,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$115,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$419,396
Value of total assets at end of year	2011-12-31	$5,857,692
Value of total assets at beginning of year	2011-12-31	$5,568,718
Total interest from all sources	2011-12-31	$48,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$345,306
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$74,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$288,974
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,857,692
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,568,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,217,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,053,309
Value of interest in pooled separate accounts at end of year	2011-12-31	$108,221
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$89,901
Interest earned on other investments	2011-12-31	$48,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,531,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,425,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-75,691
Net investment gain/loss from pooled separate accounts	2011-12-31	$12,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$115,460
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	TAIT, WELLER & BAKER LLP
Accountancy firm EIN	2011-12-31	231144520
2010 : BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$893,865
Total of all expenses incurred	2010-12-31	$322,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$322,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$359,037
Value of total assets at end of year	2010-12-31	$5,568,719
Value of total assets at beginning of year	2010-12-31	$4,997,605
Total interest from all sources	2010-12-31	$44,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$359,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$571,112
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,568,719
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,997,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,053,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,542,343
Value of interest in pooled separate accounts at end of year	2010-12-31	$89,901
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$72,785
Interest earned on other investments	2010-12-31	$44,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,425,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,382,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$480,770
Net investment gain/loss from pooled separate accounts	2010-12-31	$10,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$322,753
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	TAIT, WELLER & BAKER LLP
Accountancy firm EIN	2010-12-31	231144520

Form 5500 Responses for BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN

2012: BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This submission is the final filing	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2008: BLAIR ACADEMY TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

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Company Name:	BLAIR ACADEMY
Employer identification number (EIN):	221500475
NAIC Classification:	611000

Jurisdiction of Incorporation:	New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number:	0900005932

Plan id#	Filing Submission Date	Name of Administrator
002	2012-01-01	JAMES FRICK
002	2011-01-01	JAMES FRICK
002	2010-01-01	JAMES FRICK
002	2009-01-01	JAMES FRICK
002	2008-01-01