401k Plan data: BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN plan

BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN
Plan identification number	002

BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BEACON THERAPEUTIC SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name: BEACON THERAPEUTIC SCHOOL, INC.

Employer identification number (EIN): 362660495

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-07-01
002 2016-07-01 THOMAS A GOLDRICK 2020-01-23
002 2013-07-01 SUSAN REYNA
002 2012-07-01 KIMBERLY FLETT
002 2011-07-01 KIM FLETT 2013-04-15
002 2010-07-01 KIM FLETT 2012-04-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-07-01
002	2016-07-01	THOMAS A GOLDRICK	2020-01-23
002	2013-07-01	SUSAN REYNA
002	2012-07-01	KIMBERLY FLETT
002	2011-07-01	KIM FLETT	2013-04-15
002	2010-07-01	KIM FLETT	2012-04-13

Plan Statistics for BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN

Measure Date Value
2017: BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 0
Total of all active and inactive participants 2017-07-01 0
Total participants 2017-07-01 0
Number of participants with account balances 2017-07-01 0
2016: BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 37
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 1
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 1
Number of participants with account balances 2016-07-01 1
2013: BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 232
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 56
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 147
Total of all active and inactive participants 2013-07-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 2
Total participants 2013-07-01 205
Number of participants with account balances 2013-07-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 170
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 136
Number of retired or separated participants receiving benefits 2012-07-01 45
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 181
Number of participants with account balances 2012-07-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0

Measure	Date	Value
2017: BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	0
Total of all active and inactive participants	2017-07-01	0
Total participants	2017-07-01	0
Number of participants with account balances	2017-07-01	0
2016: BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	37
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	1
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	1
Number of participants with account balances	2016-07-01	1
2013: BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	232
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	56
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	147
Total of all active and inactive participants	2013-07-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	2
Total participants	2013-07-01	205
Number of participants with account balances	2013-07-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	170
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	136
Number of retired or separated participants receiving benefits	2012-07-01	45
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	181
Number of participants with account balances	2012-07-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0

Financial Data on BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2014 : BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$623,386
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$360,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$360,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$145,591
Value of total assets at end of year	2014-06-30	$4,496,227
Value of total assets at beginning of year	2014-06-30	$4,233,051
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$3
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$103,746
Participant contributions at end of year	2014-06-30	$219,087
Participant contributions at beginning of year	2014-06-30	$299,564
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$22,251
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-06-30	$530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$263,176
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,496,227
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$4,233,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$2,252,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,152,883
Value of interest in pooled separate accounts at end of year	2014-06-30	$96,914
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$109,057
Interest on participant loans	2014-06-30	$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,927,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,671,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$455,866
Net investment gain/loss from pooled separate accounts	2014-06-30	$21,926
Net gain/loss from 103.12 investment entities	2014-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$19,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$359,680
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	BDO USA, LLP.
Accountancy firm EIN	2014-06-30	135381590
2013 : BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$513,014
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$108,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$108,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$112,414
Value of total assets at end of year	2013-06-30	$4,532,615
Value of total assets at beginning of year	2013-06-30	$4,127,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$22,613
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$80,930
Participant contributions at end of year	2013-06-30	$299,564
Participant contributions at beginning of year	2013-06-30	$206,073
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$31,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$405,009
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$4,532,615
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$4,127,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,362,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,223,579
Value of interest in pooled separate accounts at end of year	2013-06-30	$141,926
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$138,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$22,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,728,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,559,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$377,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$108,005
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	SS&G, INC.
Accountancy firm EIN	2013-06-30	341945695

Form 5500 Responses for BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN

2017: BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	This submission is the final filing	Yes
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2013: BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

365632

Policy instance

Insurance contract or identification number	365632
Number of Individuals Covered	199
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G76138

Policy instance

Insurance contract or identification number	G76138
Number of Individuals Covered	38
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $1,499
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $1,499
Insurance broker organization code?	3
Insurance broker name	WAYNE HUMMER INVESTMENTS, LLC

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

Policy contract number

365632

Policy instance

Insurance contract or identification number	365632
Number of Individuals Covered	212
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
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?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

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Company Name:	BEACON THERAPEUTIC SCHOOL, INC.
Employer identification number (EIN):	362660495
NAIC Classification:	611000