401k Plan data: CANTERBURY SCHOOL RETIREMENT PLAN plan

CANTERBURY SCHOOL RETIREMENT PLAN 401k Plan overview

Plan Name	CANTERBURY SCHOOL RETIREMENT PLAN
Plan identification number	001

CANTERBURY SCHOOL RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

401k Sponsoring company profile

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

Company Name: CANTERBURY SCHOOL

Employer identification number (EIN): 351410931

NAIC Classification: 611000

Additional information about CANTERBURY SCHOOL

Jurisdiction of Incorporation: North Carolina Secretary of State

Incorporation Date:

Company Identification Number: 0294843

More information about CANTERBURY SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CANTERBURY SCHOOL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-09-01
001 2020-09-01
001 2020-09-01
001 2019-09-01
001 2019-09-01
001 2018-09-01
001 2017-09-01 JERRY BELCHER 2019-04-01
001 2016-09-01
001 2015-09-01
001 2014-09-01
001 2013-09-01 JOYCE A. DULWORTH
001 2012-09-01 GWYN M. EASTOM
001 2011-09-01 GWYN M. EASTOM
001 2009-09-01 GWYN EASTOM
001 2009-09-01 GWYN EASTOM

Plan Statistics for CANTERBURY SCHOOL RETIREMENT PLAN

401k plan membership statisitcs for CANTERBURY SCHOOL RETIREMENT PLAN

Measure Date Value
2021: CANTERBURY SCHOOL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 159
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 131
Number of retired or separated participants receiving benefits 2021-09-01 0
Number of other retired or separated participants entitled to future benefits 2021-09-01 33
Total of all active and inactive participants 2021-09-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-09-01 0
Total participants 2021-09-01 164
Number of participants with account balances 2021-09-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-09-01 0
2020: CANTERBURY SCHOOL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 157
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 131
Number of retired or separated participants receiving benefits 2020-09-01 0
Number of other retired or separated participants entitled to future benefits 2020-09-01 28
Total of all active and inactive participants 2020-09-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-09-01 0
Total participants 2020-09-01 159
Number of participants with account balances 2020-09-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-09-01 0
2019: CANTERBURY SCHOOL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 145
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 136
Number of retired or separated participants receiving benefits 2019-09-01 0
Number of other retired or separated participants entitled to future benefits 2019-09-01 21
Total of all active and inactive participants 2019-09-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-09-01 0
Total participants 2019-09-01 157
Number of participants with account balances 2019-09-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-09-01 0
2018: CANTERBURY SCHOOL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 110
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 134
Number of retired or separated participants receiving benefits 2018-09-01 0
Number of other retired or separated participants entitled to future benefits 2018-09-01 11
Total of all active and inactive participants 2018-09-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 145
Number of participants with account balances 2018-09-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0
2017: CANTERBURY SCHOOL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 114
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 107
Number of other retired or separated participants entitled to future benefits 2017-09-01 3
Total of all active and inactive participants 2017-09-01 110
Total participants 2017-09-01 110
Number of participants with account balances 2017-09-01 110
2016: CANTERBURY SCHOOL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 123
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 112
Number of other retired or separated participants entitled to future benefits 2016-09-01 2
Total of all active and inactive participants 2016-09-01 114
Total participants 2016-09-01 114
Number of participants with account balances 2016-09-01 114
2015: CANTERBURY SCHOOL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 128
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 121
Number of other retired or separated participants entitled to future benefits 2015-09-01 2
Total of all active and inactive participants 2015-09-01 123
Total participants 2015-09-01 123
Number of participants with account balances 2015-09-01 123
2014: CANTERBURY SCHOOL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 138
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 126
Number of other retired or separated participants entitled to future benefits 2014-09-01 2
Total of all active and inactive participants 2014-09-01 128
Total participants 2014-09-01 128
Number of participants with account balances 2014-09-01 127
2013: CANTERBURY SCHOOL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 147
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 137
Number of other retired or separated participants entitled to future benefits 2013-09-01 1
Total of all active and inactive participants 2013-09-01 138
Total participants 2013-09-01 138
Number of participants with account balances 2013-09-01 138
2012: CANTERBURY SCHOOL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 177
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 146
Number of other retired or separated participants entitled to future benefits 2012-09-01 1
Total of all active and inactive participants 2012-09-01 147
Total participants 2012-09-01 147
Number of participants with account balances 2012-09-01 146
2011: CANTERBURY SCHOOL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 170
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 176
Number of other retired or separated participants entitled to future benefits 2011-09-01 1
Total of all active and inactive participants 2011-09-01 177
Total participants 2011-09-01 177
Number of participants with account balances 2011-09-01 176
2009: CANTERBURY SCHOOL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 167
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 165
Number of other retired or separated participants entitled to future benefits 2009-09-01 1
Total of all active and inactive participants 2009-09-01 166
Total participants 2009-09-01 166
Number of participants with account balances 2009-09-01 164

Measure	Date	Value
2021: CANTERBURY SCHOOL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	159
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	131
Number of retired or separated participants receiving benefits	2021-09-01	0
Number of other retired or separated participants entitled to future benefits	2021-09-01	33
Total of all active and inactive participants	2021-09-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-09-01	0
Total participants	2021-09-01	164
Number of participants with account balances	2021-09-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-09-01	0
2020: CANTERBURY SCHOOL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	157
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	131
Number of retired or separated participants receiving benefits	2020-09-01	0
Number of other retired or separated participants entitled to future benefits	2020-09-01	28
Total of all active and inactive participants	2020-09-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-09-01	0
Total participants	2020-09-01	159
Number of participants with account balances	2020-09-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-09-01	0
2019: CANTERBURY SCHOOL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	145
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	136
Number of retired or separated participants receiving benefits	2019-09-01	0
Number of other retired or separated participants entitled to future benefits	2019-09-01	21
Total of all active and inactive participants	2019-09-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-09-01	0
Total participants	2019-09-01	157
Number of participants with account balances	2019-09-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-09-01	0
2018: CANTERBURY SCHOOL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	110
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	134
Number of retired or separated participants receiving benefits	2018-09-01	0
Number of other retired or separated participants entitled to future benefits	2018-09-01	11
Total of all active and inactive participants	2018-09-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	145
Number of participants with account balances	2018-09-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0
2017: CANTERBURY SCHOOL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	114
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	107
Number of other retired or separated participants entitled to future benefits	2017-09-01	3
Total of all active and inactive participants	2017-09-01	110
Total participants	2017-09-01	110
Number of participants with account balances	2017-09-01	110
2016: CANTERBURY SCHOOL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	123
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	112
Number of other retired or separated participants entitled to future benefits	2016-09-01	2
Total of all active and inactive participants	2016-09-01	114
Total participants	2016-09-01	114
Number of participants with account balances	2016-09-01	114
2015: CANTERBURY SCHOOL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	128
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	121
Number of other retired or separated participants entitled to future benefits	2015-09-01	2
Total of all active and inactive participants	2015-09-01	123
Total participants	2015-09-01	123
Number of participants with account balances	2015-09-01	123
2014: CANTERBURY SCHOOL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	138
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	126
Number of other retired or separated participants entitled to future benefits	2014-09-01	2
Total of all active and inactive participants	2014-09-01	128
Total participants	2014-09-01	128
Number of participants with account balances	2014-09-01	127
2013: CANTERBURY SCHOOL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	147
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	137
Number of other retired or separated participants entitled to future benefits	2013-09-01	1
Total of all active and inactive participants	2013-09-01	138
Total participants	2013-09-01	138
Number of participants with account balances	2013-09-01	138
2012: CANTERBURY SCHOOL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	177
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	146
Number of other retired or separated participants entitled to future benefits	2012-09-01	1
Total of all active and inactive participants	2012-09-01	147
Total participants	2012-09-01	147
Number of participants with account balances	2012-09-01	146
2011: CANTERBURY SCHOOL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	170
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	176
Number of other retired or separated participants entitled to future benefits	2011-09-01	1
Total of all active and inactive participants	2011-09-01	177
Total participants	2011-09-01	177
Number of participants with account balances	2011-09-01	176
2009: CANTERBURY SCHOOL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	167
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	165
Number of other retired or separated participants entitled to future benefits	2009-09-01	1
Total of all active and inactive participants	2009-09-01	166
Total participants	2009-09-01	166
Number of participants with account balances	2009-09-01	164

Financial Data on CANTERBURY SCHOOL RETIREMENT PLAN

Measure	Date	Value
2022 : CANTERBURY SCHOOL RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total income from all sources (including contributions)	2022-08-31	$-1,110,823
Total loss/gain on sale of assets	2022-08-31	$0
Total of all expenses incurred	2022-08-31	$1,865,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$1,806,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$1,204,284
Value of total assets at end of year	2022-08-31	$20,408,509
Value of total assets at beginning of year	2022-08-31	$23,384,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$58,806
Total interest from all sources	2022-08-31	$150,531
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$391,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-08-31	$391,416
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$500,000
If this is an individual account plan, was there a blackout period	2022-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Contributions received from participants	2022-08-31	$685,231
Income. Received or receivable in cash from other sources (including rollovers)	2022-08-31	$225,066
Assets. Loans (other than to participants) at end of year	2022-08-31	$88,402
Assets. Loans (other than to participants) at beginning of year	2022-08-31	$98,300
Other income not declared elsewhere	2022-08-31	$-6
Administrative expenses (other) incurred	2022-08-31	$58,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$-2,976,347
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$20,408,509
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$23,384,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-31	$13,126,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-31	$14,898,306
Value of interest in pooled separate accounts at end of year	2022-08-31	$3,277,793
Value of interest in pooled separate accounts at beginning of year	2022-08-31	$3,855,630
Interest on participant loans	2022-08-31	$5,180
Interest earned on other investments	2022-08-31	$145,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-08-31	$3,915,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-08-31	$4,532,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-08-31	$-2,365,805
Net investment gain/loss from pooled separate accounts	2022-08-31	$-491,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	No
Was there a failure to transmit to the plan any participant contributions	2022-08-31	No
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Contributions received in cash from employer	2022-08-31	$293,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$1,806,718
Did the plan have assets held for investment	2022-08-31	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	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
Opinion of an independent qualified public accountant for this plan	2022-08-31	Unqualified
Accountancy firm name	2022-08-31	FORVIS, LLP
Accountancy firm EIN	2022-08-31	440160260
2021 : CANTERBURY SCHOOL RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total income from all sources (including contributions)	2021-08-31	$4,979,878
Total loss/gain on sale of assets	2021-08-31	$0
Total of all expenses incurred	2021-08-31	$2,954,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$2,883,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$1,297,448
Value of total assets at end of year	2021-08-31	$23,384,856
Value of total assets at beginning of year	2021-08-31	$21,359,102
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$70,775
Total interest from all sources	2021-08-31	$32,344
Total dividends received (eg from common stock, registered investment company shares)	2021-08-31	$367,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-08-31	$367,877
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$500,000
If this is an individual account plan, was there a blackout period	2021-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Contributions received from participants	2021-08-31	$735,276
Income. Received or receivable in cash from other sources (including rollovers)	2021-08-31	$12,281
Assets. Loans (other than to participants) at end of year	2021-08-31	$98,300
Assets. Loans (other than to participants) at beginning of year	2021-08-31	$124,076
Other income not declared elsewhere	2021-08-31	$132,137
Administrative expenses (other) incurred	2021-08-31	$70,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Value of net income/loss	2021-08-31	$2,025,754
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$23,384,856
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$21,359,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-08-31	$14,898,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-08-31	$13,382,847
Value of interest in pooled separate accounts at end of year	2021-08-31	$3,855,630
Value of interest in pooled separate accounts at beginning of year	2021-08-31	$3,114,236
Interest on participant loans	2021-08-31	$6,753
Interest earned on other investments	2021-08-31	$25,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-08-31	$4,532,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-08-31	$4,737,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-08-31	$2,371,400
Net investment gain/loss from pooled separate accounts	2021-08-31	$778,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-31	No
Was there a failure to transmit to the plan any participant contributions	2021-08-31	No
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Contributions received in cash from employer	2021-08-31	$549,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$2,883,349
Did the plan have assets held for investment	2021-08-31	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	2021-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	No
Opinion of an independent qualified public accountant for this plan	2021-08-31	Disclaimer
Accountancy firm name	2021-08-31	FORVIS, LLP
Accountancy firm EIN	2021-08-31	440160260
2020 : CANTERBURY SCHOOL RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total income from all sources (including contributions)	2020-08-31	$3,997,470
Total loss/gain on sale of assets	2020-08-31	$0
Total of all expenses incurred	2020-08-31	$1,968,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$1,918,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$1,616,073
Value of total assets at end of year	2020-08-31	$21,359,102
Value of total assets at beginning of year	2020-08-31	$19,329,780
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$49,548
Total interest from all sources	2020-08-31	$682,265
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$0
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
If this is an individual account plan, was there a blackout period	2020-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Contributions received from participants	2020-08-31	$773,179
Participant contributions at end of year	2020-08-31	$0
Participant contributions at beginning of year	2020-08-31	$100,052
Income. Received or receivable in cash from other sources (including rollovers)	2020-08-31	$249,939
Assets. Loans (other than to participants) at end of year	2020-08-31	$124,076
Assets. Loans (other than to participants) at beginning of year	2020-08-31	$0
Other income not declared elsewhere	2020-08-31	$-3
Administrative expenses (other) incurred	2020-08-31	$49,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$2,029,322
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$21,359,102
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$19,329,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-08-31	$13,382,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-08-31	$1,527,096
Value of interest in pooled separate accounts at end of year	2020-08-31	$3,114,236
Value of interest in pooled separate accounts at beginning of year	2020-08-31	$12,672,503
Interest on participant loans	2020-08-31	$413,233
Interest earned on other investments	2020-08-31	$269,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-08-31	$4,737,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-08-31	$5,030,129
Net investment gain/loss from pooled separate accounts	2020-08-31	$1,699,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Contributions received in cash from employer	2020-08-31	$592,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$1,918,600
Did the plan have assets held for investment	2020-08-31	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	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-08-31	Disclaimer
Accountancy firm name	2020-08-31	BKD, LLP
Accountancy firm EIN	2020-08-31	440160260
2019 : CANTERBURY SCHOOL RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total income from all sources (including contributions)	2019-08-31	$2,126,647
Total loss/gain on sale of assets	2019-08-31	$0
Total of all expenses incurred	2019-08-31	$3,284,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$3,234,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$1,710,147
Value of total assets at end of year	2019-08-31	$19,329,780
Value of total assets at beginning of year	2019-08-31	$20,487,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$49,823
Total interest from all sources	2019-08-31	$411,540
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$0
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$500,000
If this is an individual account plan, was there a blackout period	2019-08-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Contributions received from participants	2019-08-31	$840,527
Participant contributions at end of year	2019-08-31	$100,052
Participant contributions at beginning of year	2019-08-31	$96,208
Income. Received or receivable in cash from other sources (including rollovers)	2019-08-31	$215,167
Assets. Loans (other than to participants) at end of year	2019-08-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-08-31	$0
Administrative expenses (other) incurred	2019-08-31	$49,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$-1,158,168
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$19,329,780
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$20,487,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-08-31	$1,527,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-31	$1,526,872
Value of interest in pooled separate accounts at end of year	2019-08-31	$12,672,503
Value of interest in pooled separate accounts at beginning of year	2019-08-31	$12,792,655
Interest on participant loans	2019-08-31	$30,407
Interest earned on other investments	2019-08-31	$381,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-08-31	$5,030,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-08-31	$6,072,213
Net investment gain/loss from pooled separate accounts	2019-08-31	$4,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	No
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Contributions received in cash from employer	2019-08-31	$654,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$3,234,992
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	2019-08-31	Yes
Did the plan have assets held for investment	2019-08-31	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	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-08-31	Disclaimer
Accountancy firm name	2019-08-31	BKD, LLP
Accountancy firm EIN	2019-08-31	440160260
2018 : CANTERBURY SCHOOL RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-08-31	$3,093,264
Total of all expenses incurred	2018-08-31	$627,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$584,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$1,392,107
Value of total assets at end of year	2018-08-31	$20,487,948
Value of total assets at beginning of year	2018-08-31	$18,021,833
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$43,088
Total interest from all sources	2018-08-31	$327,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$500,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2018-08-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-08-31	$0
Minimum employer required contribution for this plan year	2018-08-31	$0
Amount contributed by the employer to the plan for this plan year	2018-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Contributions received from participants	2018-08-31	$778,265
Participant contributions at end of year	2018-08-31	$96,208
Participant contributions at beginning of year	2018-08-31	$22,449
Income. Received or receivable in cash from other sources (including rollovers)	2018-08-31	$2,059
Administrative expenses (other) incurred	2018-08-31	$43,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$2,466,115
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$20,487,948
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$18,021,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$1,526,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$1,276,211
Value of interest in pooled separate accounts at end of year	2018-08-31	$12,792,655
Value of interest in pooled separate accounts at beginning of year	2018-08-31	$10,981,203
Interest on participant loans	2018-08-31	$3,583
Interest earned on other investments	2018-08-31	$324,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-08-31	$6,072,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-08-31	$5,741,970
Net investment gain/loss from pooled separate accounts	2018-08-31	$1,373,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Contributions received in cash from employer	2018-08-31	$611,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$584,061
Did the plan have assets held for investment	2018-08-31	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	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-08-31	Disclaimer
Accountancy firm name	2018-08-31	BKD, LLP
Accountancy firm EIN	2018-08-31	440160260
2017 : CANTERBURY SCHOOL RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-08-31	$2,887,889
Total of all expenses incurred	2017-08-31	$1,387,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$1,351,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$1,402,765
Value of total assets at end of year	2017-08-31	$18,021,833
Value of total assets at beginning of year	2017-08-31	$16,521,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$35,878
Total interest from all sources	2017-08-31	$205,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$500,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Contributions received from participants	2017-08-31	$706,476
Participant contributions at end of year	2017-08-31	$22,449
Participant contributions at beginning of year	2017-08-31	$21,422
Income. Received or receivable in cash from other sources (including rollovers)	2017-08-31	$118,930
Administrative expenses (other) incurred	2017-08-31	$35,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$1,500,401
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$18,021,833
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$16,521,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$1,276,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-08-31	$1,023,019
Value of interest in pooled separate accounts at end of year	2017-08-31	$10,981,203
Value of interest in pooled separate accounts at beginning of year	2017-08-31	$9,967,652
Interest on participant loans	2017-08-31	$1,018
Interest earned on other investments	2017-08-31	$204,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-08-31	$5,741,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-08-31	$5,509,339
Net investment gain/loss from pooled separate accounts	2017-08-31	$1,279,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Contributions received in cash from employer	2017-08-31	$577,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$1,351,610
Did the plan have assets held for investment	2017-08-31	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	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-08-31	Disclaimer
Accountancy firm name	2017-08-31	BKD, LLP
Accountancy firm EIN	2017-08-31	440160260
2016 : CANTERBURY SCHOOL RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-08-31	$2,351,366
Total of all expenses incurred	2016-08-31	$1,407,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$1,372,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$1,273,932
Value of total assets at end of year	2016-08-31	$16,521,432
Value of total assets at beginning of year	2016-08-31	$15,577,961
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$35,027
Total interest from all sources	2016-08-31	$168,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$500,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2016-08-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-31	$0
Minimum employer required contribution for this plan year	2016-08-31	$0
Amount contributed by the employer to the plan for this plan year	2016-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Contributions received from participants	2016-08-31	$685,150
Participant contributions at end of year	2016-08-31	$21,422
Participant contributions at beginning of year	2016-08-31	$29,120
Income. Received or receivable in cash from other sources (including rollovers)	2016-08-31	$40,672
Administrative expenses (other) incurred	2016-08-31	$35,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$943,471
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$16,521,432
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$15,577,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$1,023,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$952,608
Value of interest in pooled separate accounts at end of year	2016-08-31	$9,967,652
Value of interest in pooled separate accounts at beginning of year	2016-08-31	$9,314,368
Interest on participant loans	2016-08-31	$1,095
Interest earned on other investments	2016-08-31	$167,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-08-31	$5,509,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-08-31	$5,281,865
Net investment gain/loss from pooled separate accounts	2016-08-31	$908,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Contributions received in cash from employer	2016-08-31	$548,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$1,372,868
Did the plan have assets held for investment	2016-08-31	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	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-08-31	Disclaimer
Accountancy firm name	2016-08-31	BKD, LLP
Accountancy firm EIN	2016-08-31	440160260
2015 : CANTERBURY SCHOOL RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-08-31	$1,206,743
Total of all expenses incurred	2015-08-31	$1,472,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$1,438,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$1,156,567
Value of total assets at end of year	2015-08-31	$15,577,961
Value of total assets at beginning of year	2015-08-31	$15,843,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$33,634
Total interest from all sources	2015-08-31	$173,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$500,000
If this is an individual account plan, was there a blackout period	2015-08-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2015-08-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
Minimum employer required contribution for this plan year	2015-08-31	$0
Amount contributed by the employer to the plan for this plan year	2015-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Contributions received from participants	2015-08-31	$618,690
Participant contributions at end of year	2015-08-31	$29,120
Participant contributions at beginning of year	2015-08-31	$29,556
Income. Received or receivable in cash from other sources (including rollovers)	2015-08-31	$2,050
Administrative expenses (other) incurred	2015-08-31	$33,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$-265,481
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$15,577,961
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$15,843,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$952,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-08-31	$1,015,470
Value of interest in pooled separate accounts at end of year	2015-08-31	$9,314,368
Value of interest in pooled separate accounts at beginning of year	2015-08-31	$9,509,219
Interest on participant loans	2015-08-31	$2,587
Interest earned on other investments	2015-08-31	$171,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-08-31	$5,281,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-08-31	$5,289,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$-1,376
Net investment gain/loss from pooled separate accounts	2015-08-31	$-122,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	No
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Contributions received in cash from employer	2015-08-31	$535,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$1,438,590
Did the plan have assets held for investment	2015-08-31	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	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-08-31	Disclaimer
Accountancy firm name	2015-08-31	BKD, LLP
Accountancy firm EIN	2015-08-31	440160260
2014 : CANTERBURY SCHOOL RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-08-31	$2,917,881
Total of all expenses incurred	2014-08-31	$846,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$816,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$1,144,834
Value of total assets at end of year	2014-08-31	$15,843,442
Value of total assets at beginning of year	2014-08-31	$13,772,133
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$29,713
Total interest from all sources	2014-08-31	$171,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$500,000
If this is an individual account plan, was there a blackout period	2014-08-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2014-08-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-08-31	$0
Minimum employer required contribution for this plan year	2014-08-31	$0
Amount contributed by the employer to the plan for this plan year	2014-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Contributions received from participants	2014-08-31	$613,507
Participant contributions at end of year	2014-08-31	$29,556
Participant contributions at beginning of year	2014-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-08-31	$2,630
Administrative expenses (other) incurred	2014-08-31	$29,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$2,071,309
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$15,843,442
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$13,772,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-31	$1,015,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-08-31	$882,411
Value of interest in pooled separate accounts at end of year	2014-08-31	$9,509,219
Value of interest in pooled separate accounts at beginning of year	2014-08-31	$7,815,170
Interest on participant loans	2014-08-31	$1,243
Interest earned on other investments	2014-08-31	$169,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-08-31	$5,289,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-08-31	$5,074,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-08-31	$180,652
Net investment gain/loss from pooled separate accounts	2014-08-31	$1,421,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	No
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Contributions received in cash from employer	2014-08-31	$528,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$816,859
Did the plan have assets held for investment	2014-08-31	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	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-08-31	Disclaimer
Accountancy firm name	2014-08-31	BKD, LLP
Accountancy firm EIN	2014-08-31	440160260
2013 : CANTERBURY SCHOOL RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-08-31	$2,312,670
Total of all expenses incurred	2013-08-31	$720,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$709,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$1,134,076
Value of total assets at end of year	2013-08-31	$13,772,133
Value of total assets at beginning of year	2013-08-31	$12,179,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$10,526
Total interest from all sources	2013-08-31	$158,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$500,000
If this is an individual account plan, was there a blackout period	2013-08-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2013-08-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
Minimum employer required contribution for this plan year	2013-08-31	$0
Amount contributed by the employer to the plan for this plan year	2013-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Contributions received from participants	2013-08-31	$551,640
Income. Received or receivable in cash from other sources (including rollovers)	2013-08-31	$102,028
Administrative expenses (other) incurred	2013-08-31	$10,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$1,592,339
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$13,772,133
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$12,179,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$882,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$693,348
Value of interest in pooled separate accounts at end of year	2013-08-31	$7,815,170
Value of interest in pooled separate accounts at beginning of year	2013-08-31	$7,242,855
Interest earned on other investments	2013-08-31	$158,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-08-31	$5,074,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-08-31	$4,243,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-31	$102,168
Net investment gain/loss from pooled separate accounts	2013-08-31	$917,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	No
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Contributions received in cash from employer	2013-08-31	$480,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$709,805
Did the plan have assets held for investment	2013-08-31	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	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-08-31	Disclaimer
Accountancy firm name	2013-08-31	BKD, LLP
Accountancy firm EIN	2013-08-31	440160260
2012 : CANTERBURY SCHOOL RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-08-31	$2,040,728
Total of all expenses incurred	2012-08-31	$872,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$866,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$1,133,866
Value of total assets at end of year	2012-08-31	$12,179,794
Value of total assets at beginning of year	2012-08-31	$11,011,165
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$5,806
Total interest from all sources	2012-08-31	$138,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$500,000
If this is an individual account plan, was there a blackout period	2012-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
Minimum employer required contribution for this plan year	2012-08-31	$0
Amount contributed by the employer to the plan for this plan year	2012-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Contributions received from participants	2012-08-31	$585,411
Income. Received or receivable in cash from other sources (including rollovers)	2012-08-31	$62,407
Administrative expenses (other) incurred	2012-08-31	$5,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$1,168,629
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$12,179,794
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$11,011,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-08-31	$693,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-08-31	$620,173
Value of interest in pooled separate accounts at end of year	2012-08-31	$7,242,855
Value of interest in pooled separate accounts at beginning of year	2012-08-31	$6,635,012
Interest earned on other investments	2012-08-31	$138,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-08-31	$4,243,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-08-31	$3,755,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-08-31	$78,623
Net investment gain/loss from pooled separate accounts	2012-08-31	$689,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	No
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Contributions received in cash from employer	2012-08-31	$486,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$866,293
Did the plan have assets held for investment	2012-08-31	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	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-08-31	Disclaimer
Accountancy firm name	2012-08-31	BKD, LLP
Accountancy firm EIN	2012-08-31	440160260
2011 : CANTERBURY SCHOOL RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-08-31	$1,948,975
Total of all expenses incurred	2011-08-31	$414,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$408,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$1,005,267
Value of total assets at end of year	2011-08-31	$11,011,165
Value of total assets at beginning of year	2011-08-31	$9,476,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$5,265
Total interest from all sources	2011-08-31	$125,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$500,000
If this is an individual account plan, was there a blackout period	2011-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Contributions received from participants	2011-08-31	$555,774
Administrative expenses (other) incurred	2011-08-31	$5,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$1,534,965
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$11,011,165
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$9,476,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-31	$620,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-31	$462,298
Value of interest in pooled separate accounts at end of year	2011-08-31	$6,635,012
Value of interest in pooled separate accounts at beginning of year	2011-08-31	$5,527,126
Interest earned on other investments	2011-08-31	$125,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-08-31	$3,755,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-08-31	$3,486,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-08-31	$69,192
Net investment gain/loss from pooled separate accounts	2011-08-31	$748,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	No
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Contributions received in cash from employer	2011-08-31	$449,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$408,745
Did the plan have assets held for investment	2011-08-31	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	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-08-31	Disclaimer
Accountancy firm name	2011-08-31	BKD, LLP
Accountancy firm EIN	2011-08-31	440160260

Form 5500 Responses for CANTERBURY SCHOOL RETIREMENT PLAN

2021: CANTERBURY SCHOOL RETIREMENT PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Submission has been amended	No
2021-09-01	This submission is the final filing	No
2021-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-09-01	Plan is a collectively bargained plan	No
2021-09-01	Plan funding arrangement – Insurance	Yes
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: CANTERBURY SCHOOL RETIREMENT PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Submission has been amended	Yes
2020-09-01	This submission is the final filing	No
2020-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-09-01	Plan is a collectively bargained plan	No
2020-09-01	Plan funding arrangement – Insurance	Yes
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: CANTERBURY SCHOOL RETIREMENT PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Submission has been amended	No
2019-09-01	This submission is the final filing	No
2019-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-09-01	Plan is a collectively bargained plan	No
2019-09-01	Plan funding arrangement – Insurance	Yes
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement – Insurance	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: CANTERBURY SCHOOL RETIREMENT PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Submission has been amended	No
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Insurance	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: CANTERBURY SCHOOL RETIREMENT PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Plan funding arrangement – Insurance	Yes
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: CANTERBURY SCHOOL RETIREMENT PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Plan funding arrangement – Insurance	Yes
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: CANTERBURY SCHOOL RETIREMENT PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Plan funding arrangement – Insurance	Yes
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: CANTERBURY SCHOOL RETIREMENT PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Plan funding arrangement – Insurance	Yes
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: CANTERBURY SCHOOL RETIREMENT PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Plan funding arrangement – Insurance	Yes
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: CANTERBURY SCHOOL RETIREMENT PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: CANTERBURY SCHOOL RETIREMENT PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Plan funding arrangement – Insurance	Yes
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement – Insurance	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2009: CANTERBURY SCHOOL RETIREMENT PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	Yes
2009-09-01	Plan funding arrangement – Insurance	Yes
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement – Insurance	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

385342

Policy instance

Insurance contract or identification number	385342
Number of Individuals Covered	28
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR13056

Policy instance

Insurance contract or identification number	CR13056
Number of Individuals Covered	47
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $8,477
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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 $8,477
Insurance broker organization code?	4

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664F49

Policy instance

Insurance contract or identification number	664F49
Number of Individuals Covered	146
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

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

Policy contract number

385342

Policy instance

Insurance contract or identification number	385342
Number of Individuals Covered	29
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR13056

Policy instance

Insurance contract or identification number	CR13056
Number of Individuals Covered	48
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $9,853
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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 $9,853
Insurance broker organization code?	4

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664F49

Policy instance

Insurance contract or identification number	664F49
Number of Individuals Covered	137
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

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

Policy contract number

385342

Policy instance

Insurance contract or identification number	385342
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR13056

Policy instance

Insurance contract or identification number	CR13056
Number of Individuals Covered	52
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $10,441
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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 $10,441
Insurance broker organization code?	4

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664F49

Policy instance

Insurance contract or identification number	664F49
Number of Individuals Covered	140
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

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

Policy contract number

385342

Policy instance

Insurance contract or identification number	385342
Number of Individuals Covered	32
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR13056

Policy instance

Insurance contract or identification number	CR13056
Number of Individuals Covered	64
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $11,118
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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
Commission paid to Insurance Broker	USD $11,118
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CNTB-001

Policy instance

Insurance contract or identification number	CNTB-001
Number of Individuals Covered	0
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664F49

Policy instance

Insurance contract or identification number	664F49
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR13056

Policy instance

Insurance contract or identification number	CR13056
Number of Individuals Covered	78
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $12,507
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

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

Policy contract number

385342

Policy instance

Insurance contract or identification number	385342
Number of Individuals Covered	32
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CANTERBURY SCHOOL
Employer identification number (EIN):	351410931
NAIC Classification:	611000

Jurisdiction of Incorporation:	North Carolina Secretary of State
Incorporation Date:
Company Identification Number:	0294843