401k Plan data: RICHARD J. CARON FOUNDATION RETIREMENT PLAN plan

RICHARD J. CARON FOUNDATION RETIREMENT PLAN 401k Plan overview

Plan Name	RICHARD J. CARON FOUNDATION RETIREMENT PLAN
Plan identification number	001

RICHARD J. CARON FOUNDATION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RICHARD J. CARON FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: RICHARD J. CARON FOUNDATION

Employer identification number (EIN): 236050680

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD J. CARON FOUNDATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MISSY FORRY
001 2016-01-01 MISSY FORRY MISSY FORRY 2017-08-28
001 2015-01-01 MISSY S. FORRY
001 2014-01-01 MISSY FORRY
001 2013-01-01 MISSY FORRY
001 2012-01-01 MISSY S. FORRY
001 2011-01-01 MISSY FORRY
001 2009-01-01 KRISTINE BASHORE

Plan Statistics for RICHARD J. CARON FOUNDATION RETIREMENT PLAN

401k plan membership statisitcs for RICHARD J. CARON FOUNDATION RETIREMENT PLAN

Measure Date Value
2022: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,087
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 707
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 504
Total of all active and inactive participants 2022-01-01 1,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,215
Number of participants with account balances 2022-01-01 1,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,030
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 716
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 364
Total of all active and inactive participants 2021-01-01 1,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 7
Total participants 2021-01-01 1,087
Number of participants with account balances 2021-01-01 1,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 24
2020: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,019
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 713
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 311
Total of all active and inactive participants 2020-01-01 1,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 6
Total participants 2020-01-01 1,030
Number of participants with account balances 2020-01-01 1,003
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 29
2019: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 998
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 753
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 260
Total of all active and inactive participants 2019-01-01 1,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 6
Total participants 2019-01-01 1,019
Number of participants with account balances 2019-01-01 988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 32
2018: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 855
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 782
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 213
Total of all active and inactive participants 2018-01-01 995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 998
Number of participants with account balances 2018-01-01 967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 24
2017: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 940
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 738
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 115
Total of all active and inactive participants 2017-01-01 853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 855
Number of participants with account balances 2017-01-01 820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12
2016: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 989
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 702
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 230
Total of all active and inactive participants 2016-01-01 932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 8
Total participants 2016-01-01 940
Number of participants with account balances 2016-01-01 907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,127
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 685
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 290
Total of all active and inactive participants 2015-01-01 975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 7
Total participants 2015-01-01 982
Number of participants with account balances 2015-01-01 959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,124
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 917
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 196
Total of all active and inactive participants 2014-01-01 1,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 7
Total participants 2014-01-01 1,120
Number of participants with account balances 2014-01-01 1,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 902
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 919
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 191
Total of all active and inactive participants 2013-01-01 1,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 4
Total participants 2013-01-01 1,114
Number of participants with account balances 2013-01-01 1,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 834
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 736
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 138
Total of all active and inactive participants 2012-01-01 874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 4
Total participants 2012-01-01 878
Number of participants with account balances 2012-01-01 751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 711
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 686
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 144
Total of all active and inactive participants 2011-01-01 830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 4
Total participants 2011-01-01 834
Number of participants with account balances 2011-01-01 679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 603
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 516
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 61
Total of all active and inactive participants 2009-01-01 577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 4
Total participants 2009-01-01 581
Number of participants with account balances 2009-01-01 412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,087
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	707
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	504
Total of all active and inactive participants	2022-01-01	1,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,215
Number of participants with account balances	2022-01-01	1,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,030
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	716
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	364
Total of all active and inactive participants	2021-01-01	1,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	7
Total participants	2021-01-01	1,087
Number of participants with account balances	2021-01-01	1,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	24
2020: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,019
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	713
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	311
Total of all active and inactive participants	2020-01-01	1,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	6
Total participants	2020-01-01	1,030
Number of participants with account balances	2020-01-01	1,003
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	29
2019: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	998
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	753
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	260
Total of all active and inactive participants	2019-01-01	1,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	6
Total participants	2019-01-01	1,019
Number of participants with account balances	2019-01-01	988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	32
2018: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	855
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	782
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	213
Total of all active and inactive participants	2018-01-01	995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	998
Number of participants with account balances	2018-01-01	967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	24
2017: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	940
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	738
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	115
Total of all active and inactive participants	2017-01-01	853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	855
Number of participants with account balances	2017-01-01	820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12
2016: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	989
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	702
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	230
Total of all active and inactive participants	2016-01-01	932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	8
Total participants	2016-01-01	940
Number of participants with account balances	2016-01-01	907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,127
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	685
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	290
Total of all active and inactive participants	2015-01-01	975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	7
Total participants	2015-01-01	982
Number of participants with account balances	2015-01-01	959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,124
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	917
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	196
Total of all active and inactive participants	2014-01-01	1,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	7
Total participants	2014-01-01	1,120
Number of participants with account balances	2014-01-01	1,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	902
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	919
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	191
Total of all active and inactive participants	2013-01-01	1,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	4
Total participants	2013-01-01	1,114
Number of participants with account balances	2013-01-01	1,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	834
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	736
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	138
Total of all active and inactive participants	2012-01-01	874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	4
Total participants	2012-01-01	878
Number of participants with account balances	2012-01-01	751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	711
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	686
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	144
Total of all active and inactive participants	2011-01-01	830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	4
Total participants	2011-01-01	834
Number of participants with account balances	2011-01-01	679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	603
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	516
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	61
Total of all active and inactive participants	2009-01-01	577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	4
Total participants	2009-01-01	581
Number of participants with account balances	2009-01-01	412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on RICHARD J. CARON FOUNDATION RETIREMENT PLAN

Measure	Date	Value
2022 : RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,922,663
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,173,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,166,065
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,793,679
Value of total assets at end of year	2022-12-31	$47,368,682
Value of total assets at beginning of year	2022-12-31	$56,464,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$7,390
Total interest from all sources	2022-12-31	$54,071
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$0
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,912,115
Participant contributions at end of year	2022-12-31	$568,108
Participant contributions at beginning of year	2022-12-31	$617,615
Participant contributions at end of year	2022-12-31	$97,221
Participant contributions at beginning of year	2022-12-31	$91,574
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$357,812
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-9,096,118
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$47,368,682
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$56,464,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$7,390
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$41,288,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$50,629,761
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$28,009
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$26,062
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,363,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,077,944
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-8,770,413
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,523,752
Employer contributions (assets) at end of year	2022-12-31	$51,482
Employer contributions (assets) at beginning of year	2022-12-31	$47,906
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,166,065
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	RKL LLP
Accountancy firm EIN	2022-12-31	232108173
2021 : RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$11,654,964
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,174,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,167,051
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,528,676
Value of total assets at end of year	2021-12-31	$56,464,800
Value of total assets at beginning of year	2021-12-31	$47,984,622
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$7,735
Total interest from all sources	2021-12-31	$83,798
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,801,761
Participant contributions at end of year	2021-12-31	$617,615
Participant contributions at beginning of year	2021-12-31	$469,748
Participant contributions at end of year	2021-12-31	$91,574
Participant contributions at beginning of year	2021-12-31	$82,787
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$325,452
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$7,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$8,480,178
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$56,464,800
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$47,984,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$50,629,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$41,902,810
Interest on participant loans	2021-12-31	$27,275
Interest earned on other investments	2021-12-31	$56,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,077,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$5,483,745
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from pooled separate accounts	2021-12-31	$7,042,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,401,463
Employer contributions (assets) at end of year	2021-12-31	$47,906
Employer contributions (assets) at beginning of year	2021-12-31	$45,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,167,051
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	RKL, LLP
Accountancy firm EIN	2021-12-31	232108173
2020 : RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$9,925,660
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,357,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,353,375
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,516,974
Value of total assets at end of year	2020-12-31	$47,984,622
Value of total assets at beginning of year	2020-12-31	$42,416,215
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,878
Total interest from all sources	2020-12-31	$90,241
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,793,837
Participant contributions at end of year	2020-12-31	$469,748
Participant contributions at beginning of year	2020-12-31	$352,656
Participant contributions at end of year	2020-12-31	$82,787
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$249,708
Administrative expenses (other) incurred	2020-12-31	$3,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,568,407
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$47,984,622
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$42,416,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$41,902,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$37,089,996
Interest on participant loans	2020-12-31	$20,453
Interest earned on other investments	2020-12-31	$69,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$5,483,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$4,973,563
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$5,318,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,473,429
Employer contributions (assets) at end of year	2020-12-31	$45,532
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,353,375
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	RKL, LLP
Accountancy firm EIN	2020-12-31	232108173
2019 : RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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	$11,339,816
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,471,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,471,146
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,540,312
Value of total assets at end of year	2019-12-31	$42,416,215
Value of total assets at beginning of year	2019-12-31	$33,547,545
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$97,356
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,806,206
Participant contributions at end of year	2019-12-31	$352,656
Participant contributions at beginning of year	2019-12-31	$353,223
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$312,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$8,868,670
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$42,416,215
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$33,547,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$37,089,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$29,367,229
Interest on participant loans	2019-12-31	$18,395
Interest earned on other investments	2019-12-31	$78,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,973,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,827,093
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$6,702,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,421,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,471,146
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RKL, LLP
Accountancy firm EIN	2019-12-31	232108173
2018 : RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$2,480,645
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,641,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,641,053
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,538,882
Value of total assets at end of year	2018-12-31	$33,547,545
Value of total assets at beginning of year	2018-12-31	$33,707,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$74,119
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,782,258
Participant contributions at end of year	2018-12-31	$353,223
Participant contributions at beginning of year	2018-12-31	$363,758
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$292,168
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$1,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-160,408
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$33,547,545
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$33,707,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$29,367,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$28,504,108
Interest on participant loans	2018-12-31	$18,184
Interest earned on other investments	2018-12-31	$55,935
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$921,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,827,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,918,403
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-2,140,862
Net investment gain or loss from common/collective trusts	2018-12-31	$6,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,464,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,641,053
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RKL LLP
Accountancy firm EIN	2018-12-31	232108173
2017 : RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$8,175,381
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,139,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,039,665
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,394,096
Value of total assets at end of year	2017-12-31	$33,707,953
Value of total assets at beginning of year	2017-12-31	$27,672,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$99,941
Total interest from all sources	2017-12-31	$27,601
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$73,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$73,463
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,592,022
Participant contributions at end of year	2017-12-31	$363,758
Participant contributions at beginning of year	2017-12-31	$292,561
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$389,288
Other income not declared elsewhere	2017-12-31	$56,351
Administrative expenses (other) incurred	2017-12-31	$99,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$6,035,775
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$33,707,953
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$27,672,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$28,504,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$9,652,047
Interest on participant loans	2017-12-31	$13,779
Interest earned on other investments	2017-12-31	$13,822
Value of interest in common/collective trusts at end of year	2017-12-31	$921,684
Value of interest in common/collective trusts at beginning of year	2017-12-31	$17,727,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,918,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,398,131
Net investment gain or loss from common/collective trusts	2017-12-31	$1,225,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,412,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,039,665
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RKL LLP
Accountancy firm EIN	2017-12-31	232108173
2016 : RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$5,778,767
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,611,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,504,182
Expenses. Certain deemed distributions of participant loans	2016-12-31	$-1,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,950,099
Value of total assets at end of year	2016-12-31	$27,672,178
Value of total assets at beginning of year	2016-12-31	$25,504,450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$108,598
Total interest from all sources	2016-12-31	$12,992
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$107,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$107,892
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,367,391
Participant contributions at end of year	2016-12-31	$292,561
Participant contributions at beginning of year	2016-12-31	$341,679
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$232,900
Other income not declared elsewhere	2016-12-31	$442
Administrative expenses (other) incurred	2016-12-31	$108,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,167,728
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$27,672,178
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$25,504,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$9,652,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,302,430
Interest on participant loans	2016-12-31	$12,992
Value of interest in common/collective trusts at end of year	2016-12-31	$17,727,570
Value of interest in common/collective trusts at beginning of year	2016-12-31	$14,860,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$590,813
Net investment gain or loss from common/collective trusts	2016-12-31	$1,116,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,349,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,504,182
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RKL LLP
Accountancy firm EIN	2016-12-31	232108173
2015 : RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$3,616,644
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$4,750,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,608,822
Expenses. Certain deemed distributions of participant loans	2015-12-31	$-1,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,683,390
Value of total assets at end of year	2015-12-31	$25,504,450
Value of total assets at beginning of year	2015-12-31	$26,638,060
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$143,027
Total interest from all sources	2015-12-31	$16,438
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$123,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$123,014
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,292,634
Participant contributions at end of year	2015-12-31	$341,679
Participant contributions at beginning of year	2015-12-31	$428,753
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$19,317
Other income not declared elsewhere	2015-12-31	$695
Administrative expenses (other) incurred	2015-12-31	$143,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,133,610
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$25,504,450
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$26,638,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,302,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,877,104
Interest on participant loans	2015-12-31	$16,438
Value of interest in common/collective trusts at end of year	2015-12-31	$14,860,341
Value of interest in common/collective trusts at beginning of year	2015-12-31	$14,332,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-114,984
Net investment gain or loss from common/collective trusts	2015-12-31	$-91,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,371,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,608,822
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	REINSEL KUNTZ LESHER LLP
Accountancy firm EIN	2015-12-31	232108173
2014 : RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$5,422,374
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,684,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,553,112
Expenses. Certain deemed distributions of participant loans	2014-12-31	$3,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,027,156
Value of total assets at end of year	2014-12-31	$26,638,060
Value of total assets at beginning of year	2014-12-31	$22,900,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$128,124
Total interest from all sources	2014-12-31	$14,902
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$611,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$611,004
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,502,891
Participant contributions at end of year	2014-12-31	$428,753
Participant contributions at beginning of year	2014-12-31	$293,780
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$3,830
Other income not declared elsewhere	2014-12-31	$2,731
Administrative expenses (other) incurred	2014-12-31	$128,124
Total non interest bearing cash at beginning of year	2014-12-31	$36
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,737,802
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$26,638,060
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$22,900,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$11,877,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,111,368
Interest on participant loans	2014-12-31	$14,902
Value of interest in common/collective trusts at end of year	2014-12-31	$14,332,203
Value of interest in common/collective trusts at beginning of year	2014-12-31	$10,495,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$195,030
Net investment gain or loss from common/collective trusts	2014-12-31	$571,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,520,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,553,112
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	REINSEL KUNTZ LESHER LLP
Accountancy firm EIN	2014-12-31	232108173
2013 : RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$-4,047
Total unrealized appreciation/depreciation of assets	2013-12-31	$-4,047
Total transfer of assets to this plan	2013-12-31	$3,905,949
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	$5,965,262
Total loss/gain on sale of assets	2013-12-31	$-1,524
Total of all expenses incurred	2013-12-31	$1,640,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,540,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,272,343
Value of total assets at end of year	2013-12-31	$22,900,258
Value of total assets at beginning of year	2013-12-31	$14,669,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$99,755
Total interest from all sources	2013-12-31	$6,727
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$391,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$391,397
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,958,908
Participant contributions at end of year	2013-12-31	$293,780
Participant contributions at beginning of year	2013-12-31	$124,614
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$96,559
Other income not declared elsewhere	2013-12-31	$246
Administrative expenses (other) incurred	2013-12-31	$99,755
Total non interest bearing cash at end of year	2013-12-31	$36
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,325,153
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$22,900,258
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,669,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$12,111,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,096,749
Interest on participant loans	2013-12-31	$6,727
Value of interest in common/collective trusts at end of year	2013-12-31	$10,495,074
Value of interest in common/collective trusts at beginning of year	2013-12-31	$6,447,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,177,808
Net investment gain or loss from common/collective trusts	2013-12-31	$1,122,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,216,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,540,354
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$54,714
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$56,238
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	REINSEL KUNTZ LESHER LLP
Accountancy firm EIN	2013-12-31	232108173
2012 : RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,976,286
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,817,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,734,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,624,803
Value of total assets at end of year	2012-12-31	$14,669,156
Value of total assets at beginning of year	2012-12-31	$12,509,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$82,062
Total interest from all sources	2012-12-31	$4,859
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$208,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$208,342
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,484,847
Participant contributions at end of year	2012-12-31	$124,614
Participant contributions at beginning of year	2012-12-31	$100,072
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$151,647
Other income not declared elsewhere	2012-12-31	$568
Administrative expenses (other) incurred	2012-12-31	$82,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,159,258
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,669,156
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,509,898
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	$8,096,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,300,862
Interest on participant loans	2012-12-31	$4,859
Value of interest in common/collective trusts at end of year	2012-12-31	$6,447,793
Value of interest in common/collective trusts at beginning of year	2012-12-31	$4,108,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$931,158
Net investment gain or loss from common/collective trusts	2012-12-31	$206,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$988,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,734,966
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	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	REINSEL KUNTZ LESHER LLP
Accountancy firm EIN	2012-12-31	232108173
2011 : RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,819,219
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$688,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$610,320
Expenses. Certain deemed distributions of participant loans	2011-12-31	$3,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,086,607
Value of total assets at end of year	2011-12-31	$12,509,898
Value of total assets at beginning of year	2011-12-31	$11,379,568
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$75,175
Total interest from all sources	2011-12-31	$4,864
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$102,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$102,465
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,190,732
Participant contributions at end of year	2011-12-31	$100,072
Participant contributions at beginning of year	2011-12-31	$85,845
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$81,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$45,225
Administrative expenses (other) incurred	2011-12-31	$75,175
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	$1,130,330
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,509,898
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$11,379,568
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	$8,300,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,721,148
Interest on participant loans	2011-12-31	$4,864
Value of interest in common/collective trusts at end of year	2011-12-31	$4,108,964
Value of interest in common/collective trusts at beginning of year	2011-12-31	$3,572,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-528,492
Net investment gain or loss from common/collective trusts	2011-12-31	$108,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$814,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$610,320
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	REINSEL KUNTZ LESHER LLP
Accountancy firm EIN	2011-12-31	232108173
2010 : RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$16,656
Total income from all sources (including contributions)	2010-12-31	$2,855,104
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,329,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,251,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,684,245
Value of total assets at end of year	2010-12-31	$11,379,568
Value of total assets at beginning of year	2010-12-31	$9,870,580
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$77,757
Total interest from all sources	2010-12-31	$4,403
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$117,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$117,311
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,031,706
Participant contributions at end of year	2010-12-31	$85,845
Participant contributions at beginning of year	2010-12-31	$92,880
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$33,435
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$23,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$16,656
Other income not declared elsewhere	2010-12-31	$19,373
Administrative expenses (other) incurred	2010-12-31	$77,757
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$16,656
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	$1,525,644
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$11,379,568
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,853,924
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	$7,721,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,019,584
Interest on participant loans	2010-12-31	$4,403
Value of interest in common/collective trusts at end of year	2010-12-31	$3,572,575
Value of interest in common/collective trusts at beginning of year	2010-12-31	$3,686,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$904,628
Net investment gain or loss from common/collective trusts	2010-12-31	$125,144
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
Contributions received in cash from employer	2010-12-31	$629,009
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$21,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,251,703
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	REINSEL, KUNTZ, LESHER LLP
Accountancy firm EIN	2010-12-31	232108173
2009 : RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for RICHARD J. CARON FOUNDATION RETIREMENT PLAN

2022: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: RICHARD J. CARON FOUNDATION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

061179

Policy instance

Insurance contract or identification number	061179
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,245
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	10245
Additional information about fees paid to insurance broker	INCENTIVE COMPENSATION
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

061179G

Policy instance

Insurance contract or identification number	061179G
Number of Individuals Covered	1087
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $9,857
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	9857
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

061179G

Policy instance

Insurance contract or identification number	061179G
Number of Individuals Covered	1030
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $9,857
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	9857
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

061179G

Policy instance

Insurance contract or identification number	061179G
Number of Individuals Covered	1019
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,722
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	4722
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

061179G

Policy instance

Insurance contract or identification number	061179G
Number of Individuals Covered	998
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $138,948
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	138948
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

061179G

Policy instance

Insurance contract or identification number	061179G
Number of Individuals Covered	855
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	RICHARD J. CARON FOUNDATION
Employer identification number (EIN):	236050680
NAIC Classification:	624100
NAIC Description:	Individual and Family Services