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THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 401k Plan overview

Plan NameTHE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN
Plan identification number 001

THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN Benefits

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

401k Sponsoring company profile

THE CHICAGO HIGH SCHOOL FOR THE ARTS has sponsored the creation of one or more 401k plans.

Company Name:THE CHICAGO HIGH SCHOOL FOR THE ARTS
Employer identification number (EIN):300440226
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01FARLAND JENKINS2023-04-14 FARLAND JENKINS2023-04-14
0012020-07-01CHRISTINE GALLAGHER2022-04-15 CHRISTINE GALLAGHER2022-04-15
0012019-07-01TERESA MILSAP2021-04-13 TERESA MILSAP2021-04-13
0012018-07-01
0012018-07-01
0012017-07-01
0012016-07-01KARIN NANGREAVE KARIN NANGREAVE2018-04-13
0012015-07-01KARIN NANGREAVE KARIN NANGREAVE2017-04-17
0012015-07-01KARIN NANGREAVE KARIN NANGREAVE2017-04-17
0012015-07-01KARIN NANGREAVE KARIN NANGREAVE2017-06-30
0012014-07-01KARIN NANGREAVE2016-04-18 KARIN NANGREAVE2016-04-18
0012013-07-01JOSE OCHOA2016-04-27
0012012-07-01JOSE OCHOA2016-04-27
0012011-07-01JOSE OCHOA2016-04-15 JOSE OCHOA2016-04-15
0012010-07-01JOSE OCHOA2012-04-17

Plan Statistics for THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN

401k plan membership statisitcs for THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN

Measure Date Value
2021: THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01172
Total number of active participants reported on line 7a of the Form 55002021-07-01107
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0145
Total of all active and inactive participants2021-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01152
Number of participants with account balances2021-07-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-018
2020: THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01161
Total number of active participants reported on line 7a of the Form 55002020-07-01106
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0142
Total of all active and inactive participants2020-07-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01148
Number of participants with account balances2020-07-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-018
2019: THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01172
Total number of active participants reported on line 7a of the Form 55002019-07-01125
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0134
Total of all active and inactive participants2019-07-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01159
Number of participants with account balances2019-07-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-017
2018: THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01171
Total number of active participants reported on line 7a of the Form 55002018-07-01152
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0145
Total of all active and inactive participants2018-07-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01197
Number of participants with account balances2018-07-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01165
Total number of active participants reported on line 7a of the Form 55002017-07-01167
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0120
Total of all active and inactive participants2017-07-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01187
Number of participants with account balances2017-07-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01200
Total number of active participants reported on line 7a of the Form 55002016-07-01142
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0115
Total of all active and inactive participants2016-07-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01157
Number of participants with account balances2016-07-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-011
2015: THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01172
Total number of active participants reported on line 7a of the Form 55002015-07-01170
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0130
Total of all active and inactive participants2015-07-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01200
Number of participants with account balances2015-07-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0117

Financial Data on THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN

Measure Date Value
2022 : THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-78,653
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$449,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$426,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$405,068
Value of total assets at end of year2022-06-30$2,791,803
Value of total assets at beginning of year2022-06-30$3,320,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$23,917
Total interest from all sources2022-06-30$126
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$62,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$62,254
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$332,046
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$233,588
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$568
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$20,829
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Total non interest bearing cash at end of year2022-06-30$0
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-528,648
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,791,803
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,320,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,630,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$3,120,818
Interest on participant loans2022-06-30$71
Interest earned on other investments2022-06-30$55
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$4,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$3,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-546,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$150,651
Employer contributions (assets) at end of year2022-06-30$156,951
Employer contributions (assets) at beginning of year2022-06-30$196,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$426,078
Contract administrator fees2022-06-30$23,917
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30OSTROW REISIN BERK & ABRAMS, LTD.
Accountancy firm EIN2022-06-30362938874
2021 : THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,175,284
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$448,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$428,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$393,164
Value of total assets at end of year2021-06-30$3,320,452
Value of total assets at beginning of year2021-06-30$2,594,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$20,861
Total interest from all sources2021-06-30$140
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$43,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$43,338
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$259,405
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$195,704
Participant contributions at end of year2021-06-30$568
Participant contributions at beginning of year2021-06-30$4,093
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$9,764
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$0
Other income not declared elsewhere2021-06-30$60
Total non interest bearing cash at end of year2021-06-30$0
Total non interest bearing cash at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$726,411
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,320,452
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,594,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,120,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,385,509
Interest on participant loans2021-06-30$4
Interest earned on other investments2021-06-30$136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$3,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$9,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$738,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$197,460
Employer contributions (assets) at end of year2021-06-30$196,039
Employer contributions (assets) at beginning of year2021-06-30$185,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$428,012
Contract administrator fees2021-06-30$20,861
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30OSTROW REISIN BERK & ABRAMS, LTD.
Accountancy firm EIN2021-06-30362938874
2020 : THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$479,055
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$183,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$162,404
Value of total corrective distributions2020-06-30$3,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$409,039
Value of total assets at end of year2020-06-30$2,594,041
Value of total assets at beginning of year2020-06-30$2,298,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$17,943
Total interest from all sources2020-06-30$243
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$53,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$53,002
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$229,852
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$223,407
Participant contributions at end of year2020-06-30$4,093
Participant contributions at beginning of year2020-06-30$10,167
Participant contributions at end of year2020-06-30$9,764
Participant contributions at beginning of year2020-06-30$8,681
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$295,522
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,594,041
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,298,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,385,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,146,545
Interest on participant loans2020-06-30$114
Interest earned on other investments2020-06-30$129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$9,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$16,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$185,632
Employer contributions (assets) at end of year2020-06-30$185,632
Employer contributions (assets) at beginning of year2020-06-30$132,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$162,404
Contract administrator fees2020-06-30$17,943
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30OSTROW REISIN BERK & ABRAMS, LTD.
Accountancy firm EIN2020-06-30362938874
2019 : THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$0
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$417,494
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$200,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$184,754
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Value of total corrective distributions2019-06-30$1,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$295,082
Value of total assets at end of year2019-06-30$2,157,575
Value of total assets at beginning of year2019-06-30$1,940,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$14,870
Total income from rents2019-06-30$0
Total interest from all sources2019-06-30$443
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$41,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$41,008
Administrative expenses professional fees incurred2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$190,857
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Amount of non-exempt transactions with any party-in-interest2019-06-30$0
Contributions received from participants2019-06-30$262,589
Participant contributions at end of year2019-06-30$10,167
Participant contributions at beginning of year2019-06-30$3,663
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$287
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$32,660
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$0
Liabilities. Value of operating payables at beginning of year2019-06-30$0
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$216,617
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,157,575
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,940,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-06-30$0
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-06-30$0
Investment advisory and management fees2019-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,146,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,895,920
Interest on participant loans2019-06-30$373
Income. Interest from loans (other than to participants)2019-06-30$0
Interest earned on other investments2019-06-30$70
Income. Interest from US Government securities2019-06-30$0
Income. Interest from corporate debt instruments2019-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$705
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$80,961
Net investment gain/loss from pooled separate accounts2019-06-30$0
Net investment gain or loss from common/collective trusts2019-06-30$0
Net gain/loss from 103.12 investment entities2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$-167
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$40,383
Income. Dividends from preferred stock2019-06-30$0
Income. Dividends from common stock2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$184,754
Contract administrator fees2019-06-30$14,870
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$0
Aggregate carrying amount (costs) on sale of assets2019-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30OSTROW REISEN BERK & ABRAMS, LTD.
Accountancy firm EIN2019-06-30362938874
2018 : THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$0
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Expenses. Interest paid2018-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-06-30$0
Total income from all sources (including contributions)2018-06-30$461,631
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$81,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$68,042
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$302,449
Value of total assets at end of year2018-06-30$1,940,958
Value of total assets at beginning of year2018-06-30$1,560,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$13,542
Total income from rents2018-06-30$0
Total interest from all sources2018-06-30$177
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$32,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$32,252
Administrative expenses professional fees incurred2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$190,857
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Amount of non-exempt transactions with any party-in-interest2018-06-30$0
Contributions received from participants2018-06-30$211,222
Participant contributions at end of year2018-06-30$3,663
Participant contributions at beginning of year2018-06-30$6,038
Participant contributions at end of year2018-06-30$287
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$15,992
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$326
Administrative expenses (other) incurred2018-06-30$0
Liabilities. Value of operating payables at beginning of year2018-06-30$0
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Income. Non cash contributions2018-06-30$0
Value of net income/loss2018-06-30$380,047
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,940,958
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,560,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-06-30$0
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-06-30$0
Investment advisory and management fees2018-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,895,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,554,873
Interest on participant loans2018-06-30$168
Income. Interest from loans (other than to participants)2018-06-30$0
Interest earned on other investments2018-06-30$9
Income. Interest from US Government securities2018-06-30$0
Income. Interest from corporate debt instruments2018-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$126,427
Net investment gain/loss from pooled separate accounts2018-06-30$0
Net investment gain or loss from common/collective trusts2018-06-30$0
Net gain/loss from 103.12 investment entities2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$75,235
Employer contributions (assets) at end of year2018-06-30$40,383
Employer contributions (assets) at beginning of year2018-06-30$0
Income. Dividends from preferred stock2018-06-30$0
Income. Dividends from common stock2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$68,042
Contract administrator fees2018-06-30$13,542
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$0
Aggregate carrying amount (costs) on sale of assets2018-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30OSTROW REISIN BERK & ABRAMS, LTD.
Accountancy firm EIN2018-06-30362938874
2017 : THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$0
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Expenses. Interest paid2017-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-06-30$0
Total income from all sources (including contributions)2017-06-30$461,123
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$78,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$62,895
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Value of total corrective distributions2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$259,543
Value of total assets at end of year2017-06-30$1,560,911
Value of total assets at beginning of year2017-06-30$1,178,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$15,712
Total income from rents2017-06-30$0
Total interest from all sources2017-06-30$495
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$0
Administrative expenses professional fees incurred2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$130,000
If this is an individual account plan, was there a blackout period2017-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Amount of non-exempt transactions with any party-in-interest2017-06-30$0
Contributions received from participants2017-06-30$174,146
Participant contributions at end of year2017-06-30$6,038
Participant contributions at beginning of year2017-06-30$20,740
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$8,503
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$0
Liabilities. Value of operating payables at beginning of year2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Income. Non cash contributions2017-06-30$0
Value of net income/loss2017-06-30$382,516
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,560,911
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,178,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-06-30$0
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-06-30$0
Investment advisory and management fees2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,554,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,105,233
Interest on participant loans2017-06-30$495
Income. Interest from loans (other than to participants)2017-06-30$0
Interest earned on other investments2017-06-30$0
Income. Interest from US Government securities2017-06-30$0
Income. Interest from corporate debt instruments2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$18,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$18,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$11,039
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$201,085
Net investment gain/loss from pooled separate accounts2017-06-30$0
Net investment gain or loss from common/collective trusts2017-06-30$0
Net gain/loss from 103.12 investment entities2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$85,397
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$14,490
Income. Dividends from preferred stock2017-06-30$0
Income. Dividends from common stock2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$62,895
Contract administrator fees2017-06-30$15,712
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30Yes
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$0
Aggregate carrying amount (costs) on sale of assets2017-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30OSTROW REISIN BERK & ABRAMS, LTD.
Accountancy firm EIN2017-06-30362938874
2016 : THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$254,756
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$24,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$21,759
Expenses. Certain deemed distributions of participant loans2016-06-30$1,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$271,321
Value of total assets at end of year2016-06-30$1,178,395
Value of total assets at beginning of year2016-06-30$948,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,489
Total interest from all sources2016-06-30$557
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$110,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$202,174
Participant contributions at end of year2016-06-30$20,740
Participant contributions at beginning of year2016-06-30$10,574
Participant contributions at end of year2016-06-30$8,503
Participant contributions at beginning of year2016-06-30$8,765
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$9,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$230,323
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,178,395
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$948,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,105,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$909,755
Interest on participant loans2016-06-30$557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$18,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$18,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$18,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$11,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$9,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-17,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$59,781
Employer contributions (assets) at end of year2016-06-30$14,490
Employer contributions (assets) at beginning of year2016-06-30$16,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$21,759
Contract administrator fees2016-06-30$1,489
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30OSTROW REISIN BERK & ABRAMS LTD
Accountancy firm EIN2016-06-30362938874

Form 5500 Responses for THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN

2021: THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedYes
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered134
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $8
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered143
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $24
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered149
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $13
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered197
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $10
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered187
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $1
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number031-85037
Policy instance 1
Insurance contract or identification number031-85037
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $25
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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