401k Plan data: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 plan

CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 401k Plan overview

Plan Name	CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916
Plan identification number	001

CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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.

401k Sponsoring company profile

CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES has sponsored the creation of one or more 401k plans.

Company Name: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES

Employer identification number (EIN): 431123374

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-06-01
001 2021-06-01
001 2020-06-01
001 2019-06-01
001 2018-06-01
001 2017-06-01 SANDRA GILLIGAN
001 2016-06-01 SANDRA GILLIGAN
001 2015-06-01 SANDRA GILLIGAN
001 2014-06-01 SANDRA GILLIGAN 2015-12-31
001 2012-06-01 SANDRA GILLIGAN 2013-12-20 SANDRA GILLIGAN 2013-12-20
001 2011-06-01 SANDRA GILLIGAN 2012-12-31
001 2010-06-01 SANDRA GILLIGAN 2011-12-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-06-01
001	2021-06-01
001	2020-06-01
001	2019-06-01
001	2018-06-01
001	2017-06-01	SANDRA GILLIGAN
001	2016-06-01	SANDRA GILLIGAN
001	2015-06-01	SANDRA GILLIGAN
001	2014-06-01	SANDRA GILLIGAN	2015-12-31
001	2012-06-01	SANDRA GILLIGAN	2013-12-20	SANDRA GILLIGAN	2013-12-20
001	2011-06-01	SANDRA GILLIGAN	2012-12-31
001	2010-06-01	SANDRA GILLIGAN	2011-12-21

Plan Statistics for CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916

401k plan membership statisitcs for CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916

Measure Date Value
2022: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2022 401k membership
Total participants, beginning-of-year 2022-06-01 137
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 75
Number of retired or separated participants receiving benefits 2022-06-01 0
Number of other retired or separated participants entitled to future benefits 2022-06-01 65
Total of all active and inactive participants 2022-06-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-06-01 0
Total participants 2022-06-01 140
Number of participants with account balances 2022-06-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-06-01 0
2021: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2021 401k membership
Total participants, beginning-of-year 2021-06-01 134
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 73
Number of retired or separated participants receiving benefits 2021-06-01 0
Number of other retired or separated participants entitled to future benefits 2021-06-01 64
Total of all active and inactive participants 2021-06-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 0
Total participants 2021-06-01 137
Number of participants with account balances 2021-06-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-01 0
2020: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2020 401k membership
Total participants, beginning-of-year 2020-06-01 133
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 72
Number of retired or separated participants receiving benefits 2020-06-01 0
Number of other retired or separated participants entitled to future benefits 2020-06-01 62
Total of all active and inactive participants 2020-06-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 0
Total participants 2020-06-01 134
Number of participants with account balances 2020-06-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 0
2019: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2019 401k membership
Total participants, beginning-of-year 2019-06-01 127
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 75
Number of retired or separated participants receiving benefits 2019-06-01 0
Number of other retired or separated participants entitled to future benefits 2019-06-01 58
Total of all active and inactive participants 2019-06-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 0
Total participants 2019-06-01 133
Number of participants with account balances 2019-06-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 0
2018: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2018 401k membership
Total participants, beginning-of-year 2018-06-01 125
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 70
Number of retired or separated participants receiving benefits 2018-06-01 0
Number of other retired or separated participants entitled to future benefits 2018-06-01 57
Total of all active and inactive participants 2018-06-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 0
Total participants 2018-06-01 127
Number of participants with account balances 2018-06-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 0
2017: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2017 401k membership
Total participants, beginning-of-year 2017-06-01 127
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 89
Number of other retired or separated participants entitled to future benefits 2017-06-01 36
Total of all active and inactive participants 2017-06-01 125
Total participants 2017-06-01 125
Number of participants with account balances 2017-06-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
2016: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2016 401k membership
Total participants, beginning-of-year 2016-06-01 125
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 103
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 24
Total of all active and inactive participants 2016-06-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 127
Number of participants with account balances 2016-06-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 0
2015: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2015 401k membership
Total participants, beginning-of-year 2015-06-01 127
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 103
Number of retired or separated participants receiving benefits 2015-06-01 0
Number of other retired or separated participants entitled to future benefits 2015-06-01 22
Total of all active and inactive participants 2015-06-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 125
Number of participants with account balances 2015-06-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0

Measure	Date	Value
2022: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2022 401k membership
Total participants, beginning-of-year	2022-06-01	137
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	75
Number of retired or separated participants receiving benefits	2022-06-01	0
Number of other retired or separated participants entitled to future benefits	2022-06-01	65
Total of all active and inactive participants	2022-06-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-06-01	0
Total participants	2022-06-01	140
Number of participants with account balances	2022-06-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-06-01	0
2021: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2021 401k membership
Total participants, beginning-of-year	2021-06-01	134
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	73
Number of retired or separated participants receiving benefits	2021-06-01	0
Number of other retired or separated participants entitled to future benefits	2021-06-01	64
Total of all active and inactive participants	2021-06-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	0
Total participants	2021-06-01	137
Number of participants with account balances	2021-06-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-01	0
2020: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2020 401k membership
Total participants, beginning-of-year	2020-06-01	133
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	72
Number of retired or separated participants receiving benefits	2020-06-01	0
Number of other retired or separated participants entitled to future benefits	2020-06-01	62
Total of all active and inactive participants	2020-06-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	0
Total participants	2020-06-01	134
Number of participants with account balances	2020-06-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	0
2019: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2019 401k membership
Total participants, beginning-of-year	2019-06-01	127
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	75
Number of retired or separated participants receiving benefits	2019-06-01	0
Number of other retired or separated participants entitled to future benefits	2019-06-01	58
Total of all active and inactive participants	2019-06-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	0
Total participants	2019-06-01	133
Number of participants with account balances	2019-06-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	0
2018: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2018 401k membership
Total participants, beginning-of-year	2018-06-01	125
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	70
Number of retired or separated participants receiving benefits	2018-06-01	0
Number of other retired or separated participants entitled to future benefits	2018-06-01	57
Total of all active and inactive participants	2018-06-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	0
Total participants	2018-06-01	127
Number of participants with account balances	2018-06-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	0
2017: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2017 401k membership
Total participants, beginning-of-year	2017-06-01	127
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	89
Number of other retired or separated participants entitled to future benefits	2017-06-01	36
Total of all active and inactive participants	2017-06-01	125
Total participants	2017-06-01	125
Number of participants with account balances	2017-06-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
2016: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2016 401k membership
Total participants, beginning-of-year	2016-06-01	125
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	103
Number of retired or separated participants receiving benefits	2016-06-01	0
Number of other retired or separated participants entitled to future benefits	2016-06-01	24
Total of all active and inactive participants	2016-06-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	127
Number of participants with account balances	2016-06-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	0
2015: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2015 401k membership
Total participants, beginning-of-year	2015-06-01	127
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	103
Number of retired or separated participants receiving benefits	2015-06-01	0
Number of other retired or separated participants entitled to future benefits	2015-06-01	22
Total of all active and inactive participants	2015-06-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	125
Number of participants with account balances	2015-06-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0

Financial Data on CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916

Measure	Date	Value
2023 : CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-31	$0
Total income from all sources (including contributions)	2023-05-31	$1,173,426
Total loss/gain on sale of assets	2023-05-31	$0
Total of all expenses incurred	2023-05-31	$375,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-05-31	$362,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-05-31	$975,629
Value of total assets at end of year	2023-05-31	$14,990,945
Value of total assets at beginning of year	2023-05-31	$14,193,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-05-31	$12,817
Total interest from all sources	2023-05-31	$142,779
Total dividends received (eg from common stock, registered investment company shares)	2023-05-31	$136,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-05-31	$136,526
Was this plan covered by a fidelity bond	2023-05-31	Yes
Value of fidelity bond cover	2023-05-31	$500,000
If this is an individual account plan, was there a blackout period	2023-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-05-31	No
Contributions received from participants	2023-05-31	$430,863
Participant contributions at end of year	2023-05-31	$3,102
Participant contributions at beginning of year	2023-05-31	$7,421
Income. Received or receivable in cash from other sources (including rollovers)	2023-05-31	$300,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-05-31	No
Value of net income/loss	2023-05-31	$797,794
Value of net assets at end of year (total assets less liabilities)	2023-05-31	$14,990,945
Value of net assets at beginning of year (total assets less liabilities)	2023-05-31	$14,193,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-05-31	No
Were any leases to which the plan was party in default or uncollectible	2023-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-05-31	$11,132,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-05-31	$10,251,847
Value of interest in pooled separate accounts at end of year	2023-05-31	$470,316
Value of interest in pooled separate accounts at beginning of year	2023-05-31	$603,375
Interest on participant loans	2023-05-31	$308
Interest earned on other investments	2023-05-31	$142,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-05-31	$3,385,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-05-31	$3,330,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-05-31	$-45,770
Net investment gain/loss from pooled separate accounts	2023-05-31	$-35,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-05-31	No
Was there a failure to transmit to the plan any participant contributions	2023-05-31	No
Has the plan failed to provide any benefit when due under the plan	2023-05-31	No
Contributions received in cash from employer	2023-05-31	$244,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-05-31	$362,815
Contract administrator fees	2023-05-31	$12,817
Did the plan have assets held for investment	2023-05-31	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	2023-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-05-31	No
Opinion of an independent qualified public accountant for this plan	2023-05-31	Unqualified
Accountancy firm name	2023-05-31	RUBINBROWN LLP
Accountancy firm EIN	2023-05-31	430765316
2022 : CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total income from all sources (including contributions)	2022-05-31	$26,613
Total loss/gain on sale of assets	2022-05-31	$0
Total of all expenses incurred	2022-05-31	$1,918,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-05-31	$1,905,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-05-31	$652,488
Value of total assets at end of year	2022-05-31	$14,193,151
Value of total assets at beginning of year	2022-05-31	$16,084,950
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-05-31	$12,598
Total interest from all sources	2022-05-31	$117,025
Total dividends received (eg from common stock, registered investment company shares)	2022-05-31	$524,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-05-31	$524,108
Was this plan covered by a fidelity bond	2022-05-31	Yes
Value of fidelity bond cover	2022-05-31	$500,000
If this is an individual account plan, was there a blackout period	2022-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-05-31	No
Contributions received from participants	2022-05-31	$418,640
Participant contributions at end of year	2022-05-31	$7,421
Participant contributions at beginning of year	2022-05-31	$11,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Value of net income/loss	2022-05-31	$-1,891,799
Value of net assets at end of year (total assets less liabilities)	2022-05-31	$14,193,151
Value of net assets at beginning of year (total assets less liabilities)	2022-05-31	$16,084,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-05-31	No
Were any leases to which the plan was party in default or uncollectible	2022-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-05-31	$10,251,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-05-31	$12,126,749
Value of interest in pooled separate accounts at end of year	2022-05-31	$603,375
Value of interest in pooled separate accounts at beginning of year	2022-05-31	$542,042
Interest on participant loans	2022-05-31	$577
Interest earned on other investments	2022-05-31	$116,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-05-31	$3,330,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-05-31	$3,404,687
Expenses. Payments to insurance carriers foe the provision of benefits	2022-05-31	$49,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-05-31	$-1,386,626
Net investment gain/loss from pooled separate accounts	2022-05-31	$119,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-05-31	No
Was there a failure to transmit to the plan any participant contributions	2022-05-31	No
Has the plan failed to provide any benefit when due under the plan	2022-05-31	No
Contributions received in cash from employer	2022-05-31	$233,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-05-31	$1,856,473
Contract administrator fees	2022-05-31	$12,598
Did the plan have assets held for investment	2022-05-31	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	2022-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-05-31	No
Opinion of an independent qualified public accountant for this plan	2022-05-31	Unqualified
Accountancy firm name	2022-05-31	RUBINBROWN LLP
Accountancy firm EIN	2022-05-31	430765316
2021 : CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$0
Total income from all sources (including contributions)	2021-05-31	$3,943,788
Total loss/gain on sale of assets	2021-05-31	$0
Total of all expenses incurred	2021-05-31	$2,480,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-05-31	$2,470,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-05-31	$637,397
Value of total assets at end of year	2021-05-31	$16,084,950
Value of total assets at beginning of year	2021-05-31	$14,622,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-05-31	$10,827
Total interest from all sources	2021-05-31	$124,400
Total dividends received (eg from common stock, registered investment company shares)	2021-05-31	$116,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-05-31	$116,963
Was this plan covered by a fidelity bond	2021-05-31	Yes
Value of fidelity bond cover	2021-05-31	$500,000
If this is an individual account plan, was there a blackout period	2021-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-05-31	No
Contributions received from participants	2021-05-31	$408,890
Participant contributions at end of year	2021-05-31	$11,472
Participant contributions at beginning of year	2021-05-31	$15,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Value of net income/loss	2021-05-31	$1,462,857
Value of net assets at end of year (total assets less liabilities)	2021-05-31	$16,084,950
Value of net assets at beginning of year (total assets less liabilities)	2021-05-31	$14,622,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-05-31	No
Were any leases to which the plan was party in default or uncollectible	2021-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-05-31	$12,126,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-05-31	$10,655,974
Value of interest in pooled separate accounts at end of year	2021-05-31	$542,042
Value of interest in pooled separate accounts at beginning of year	2021-05-31	$520,757
Interest on participant loans	2021-05-31	$811
Interest earned on other investments	2021-05-31	$123,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-05-31	$3,404,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-05-31	$3,430,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-05-31	$3,040,397
Net investment gain/loss from pooled separate accounts	2021-05-31	$24,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-05-31	No
Was there a failure to transmit to the plan any participant contributions	2021-05-31	No
Has the plan failed to provide any benefit when due under the plan	2021-05-31	No
Contributions received in cash from employer	2021-05-31	$228,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-05-31	$2,470,104
Contract administrator fees	2021-05-31	$10,827
Did the plan have assets held for investment	2021-05-31	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	2021-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-05-31	No
Opinion of an independent qualified public accountant for this plan	2021-05-31	Disclaimer
Accountancy firm name	2021-05-31	RUBINBROWN LLP
Accountancy firm EIN	2021-05-31	430765316
2020 : CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$0
Total income from all sources (including contributions)	2020-05-31	$1,453,786
Total loss/gain on sale of assets	2020-05-31	$0
Total of all expenses incurred	2020-05-31	$299,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-05-31	$288,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-05-31	$639,701
Value of total assets at end of year	2020-05-31	$14,622,093
Value of total assets at beginning of year	2020-05-31	$13,467,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-05-31	$10,994
Total interest from all sources	2020-05-31	$126,928
Total dividends received (eg from common stock, registered investment company shares)	2020-05-31	$121,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-05-31	$121,766
Was this plan covered by a fidelity bond	2020-05-31	Yes
Value of fidelity bond cover	2020-05-31	$500,000
If this is an individual account plan, was there a blackout period	2020-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-05-31	No
Contributions received from participants	2020-05-31	$405,826
Participant contributions at end of year	2020-05-31	$15,288
Participant contributions at beginning of year	2020-05-31	$4,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Value of net income/loss	2020-05-31	$1,154,723
Value of net assets at end of year (total assets less liabilities)	2020-05-31	$14,622,093
Value of net assets at beginning of year (total assets less liabilities)	2020-05-31	$13,467,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-05-31	No
Were any leases to which the plan was party in default or uncollectible	2020-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-05-31	$10,655,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-05-31	$9,548,631
Value of interest in pooled separate accounts at end of year	2020-05-31	$520,757
Value of interest in pooled separate accounts at beginning of year	2020-05-31	$519,038
Interest on participant loans	2020-05-31	$637
Interest earned on other investments	2020-05-31	$126,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-05-31	$3,430,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-05-31	$3,394,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-05-31	$556,585
Net investment gain/loss from pooled separate accounts	2020-05-31	$8,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-05-31	No
Was there a failure to transmit to the plan any participant contributions	2020-05-31	No
Has the plan failed to provide any benefit when due under the plan	2020-05-31	No
Contributions received in cash from employer	2020-05-31	$233,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-05-31	$288,069
Contract administrator fees	2020-05-31	$10,994
Did the plan have assets held for investment	2020-05-31	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	2020-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-05-31	Disclaimer
Accountancy firm name	2020-05-31	RUBINBROWN LLP
Accountancy firm EIN	2020-05-31	430765316
2019 : CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$0
Total income from all sources (including contributions)	2019-05-31	$704,473
Total loss/gain on sale of assets	2019-05-31	$0
Total of all expenses incurred	2019-05-31	$363,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-05-31	$355,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-05-31	$575,782
Value of total assets at end of year	2019-05-31	$13,467,370
Value of total assets at beginning of year	2019-05-31	$13,126,740
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-05-31	$8,808
Total interest from all sources	2019-05-31	$129,157
Total dividends received (eg from common stock, registered investment company shares)	2019-05-31	$124,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-05-31	$124,115
Was this plan covered by a fidelity bond	2019-05-31	Yes
Value of fidelity bond cover	2019-05-31	$500,000
If this is an individual account plan, was there a blackout period	2019-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-05-31	No
Contributions received from participants	2019-05-31	$362,955
Participant contributions at end of year	2019-05-31	$4,925
Participant contributions at beginning of year	2019-05-31	$0
Participant contributions at end of year	2019-05-31	$0
Participant contributions at beginning of year	2019-05-31	$45,659
Income. Received or receivable in cash from other sources (including rollovers)	2019-05-31	$1,672
Other income not declared elsewhere	2019-05-31	$38
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Value of net income/loss	2019-05-31	$340,630
Value of net assets at end of year (total assets less liabilities)	2019-05-31	$13,467,370
Value of net assets at beginning of year (total assets less liabilities)	2019-05-31	$13,126,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-05-31	No
Were any leases to which the plan was party in default or uncollectible	2019-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-05-31	$9,548,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-05-31	$9,149,736
Value of interest in pooled separate accounts at end of year	2019-05-31	$519,038
Value of interest in pooled separate accounts at beginning of year	2019-05-31	$654,959
Interest on participant loans	2019-05-31	$1
Interest earned on other investments	2019-05-31	$129,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-05-31	$3,394,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-05-31	$3,255,982
Expenses. Payments to insurance carriers foe the provision of benefits	2019-05-31	$61,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-05-31	$-152,614
Net investment gain/loss from pooled separate accounts	2019-05-31	$27,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-05-31	No
Was there a failure to transmit to the plan any participant contributions	2019-05-31	No
Has the plan failed to provide any benefit when due under the plan	2019-05-31	No
Contributions received in cash from employer	2019-05-31	$211,155
Employer contributions (assets) at end of year	2019-05-31	$0
Employer contributions (assets) at beginning of year	2019-05-31	$20,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-05-31	$293,956
Contract administrator fees	2019-05-31	$8,808
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	2019-05-31	No
Did the plan have assets held for investment	2019-05-31	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	2019-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-05-31	Disclaimer
Accountancy firm name	2019-05-31	RUBINBROWN LLP
Accountancy firm EIN	2019-05-31	430765316
2018 : CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$0
Total income from all sources (including contributions)	2018-05-31	$1,667,878
Total loss/gain on sale of assets	2018-05-31	$0
Total of all expenses incurred	2018-05-31	$593,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-05-31	$586,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-05-31	$619,804
Value of total assets at end of year	2018-05-31	$13,126,740
Value of total assets at beginning of year	2018-05-31	$12,052,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-05-31	$7,118
Total interest from all sources	2018-05-31	$123,173
Total dividends received (eg from common stock, registered investment company shares)	2018-05-31	$83,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-05-31	$83,142
Was this plan covered by a fidelity bond	2018-05-31	Yes
Value of fidelity bond cover	2018-05-31	$500,000
If this is an individual account plan, was there a blackout period	2018-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-05-31	No
Contributions received from participants	2018-05-31	$405,563
Participant contributions at end of year	2018-05-31	$45,659
Participant contributions at beginning of year	2018-05-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-05-31	$1,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Value of net income/loss	2018-05-31	$1,074,403
Value of net assets at end of year (total assets less liabilities)	2018-05-31	$13,126,740
Value of net assets at beginning of year (total assets less liabilities)	2018-05-31	$12,052,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-05-31	No
Were any leases to which the plan was party in default or uncollectible	2018-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-05-31	$9,149,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-05-31	$7,958,323
Value of interest in pooled separate accounts at end of year	2018-05-31	$654,959
Value of interest in pooled separate accounts at beginning of year	2018-05-31	$726,668
Interest earned on other investments	2018-05-31	$123,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-05-31	$3,255,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-05-31	$3,367,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-05-31	$810,082
Net investment gain/loss from pooled separate accounts	2018-05-31	$31,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-05-31	No
Was there a failure to transmit to the plan any participant contributions	2018-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-05-31	No
Contributions received in cash from employer	2018-05-31	$212,583
Employer contributions (assets) at end of year	2018-05-31	$20,404
Employer contributions (assets) at beginning of year	2018-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-05-31	$586,357
Contract administrator fees	2018-05-31	$7,118
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	2018-05-31	No
Did the plan have assets held for investment	2018-05-31	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	2018-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-05-31	Disclaimer
Accountancy firm name	2018-05-31	RUBINBROWN LLP
Accountancy firm EIN	2018-05-31	430765316
2017 : CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$0
Total income from all sources (including contributions)	2017-05-31	$1,711,585
Total loss/gain on sale of assets	2017-05-31	$0
Total of all expenses incurred	2017-05-31	$989,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-05-31	$984,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-05-31	$560,905
Value of total assets at end of year	2017-05-31	$12,052,337
Value of total assets at beginning of year	2017-05-31	$11,330,017
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-05-31	$4,836
Total interest from all sources	2017-05-31	$129,259
Total dividends received (eg from common stock, registered investment company shares)	2017-05-31	$37,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-05-31	$37,406
Was this plan covered by a fidelity bond	2017-05-31	Yes
Value of fidelity bond cover	2017-05-31	$500,000
If this is an individual account plan, was there a blackout period	2017-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-05-31	No
Contributions received from participants	2017-05-31	$353,037
Participant contributions at end of year	2017-05-31	$0
Participant contributions at beginning of year	2017-05-31	$28,974
Income. Received or receivable in cash from other sources (including rollovers)	2017-05-31	$2,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Value of net income/loss	2017-05-31	$722,320
Value of net assets at end of year (total assets less liabilities)	2017-05-31	$12,052,337
Value of net assets at beginning of year (total assets less liabilities)	2017-05-31	$11,330,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-05-31	No
Were any leases to which the plan was party in default or uncollectible	2017-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-05-31	$7,958,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-05-31	$7,243,554
Value of interest in pooled separate accounts at end of year	2017-05-31	$726,668
Value of interest in pooled separate accounts at beginning of year	2017-05-31	$823,976
Interest earned on other investments	2017-05-31	$129,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-05-31	$3,367,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-05-31	$3,216,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-05-31	$952,205
Net investment gain/loss from pooled separate accounts	2017-05-31	$31,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-05-31	No
Was there a failure to transmit to the plan any participant contributions	2017-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-05-31	No
Contributions received in cash from employer	2017-05-31	$205,844
Employer contributions (assets) at end of year	2017-05-31	$0
Employer contributions (assets) at beginning of year	2017-05-31	$16,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-05-31	$984,429
Contract administrator fees	2017-05-31	$4,836
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	2017-05-31	No
Did the plan have assets held for investment	2017-05-31	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	2017-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-05-31	Disclaimer
Accountancy firm name	2017-05-31	RUBINBROWN LLP
Accountancy firm EIN	2017-05-31	430765316
2016 : CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total income from all sources (including contributions)	2016-05-31	$435,714
Total loss/gain on sale of assets	2016-05-31	$0
Total of all expenses incurred	2016-05-31	$821,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-05-31	$821,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-05-31	$555,820
Value of total assets at end of year	2016-05-31	$11,330,017
Value of total assets at beginning of year	2016-05-31	$11,715,598
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-05-31	$0
Total interest from all sources	2016-05-31	$114,316
Total dividends received (eg from common stock, registered investment company shares)	2016-05-31	$38
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-05-31	$38
Was this plan covered by a fidelity bond	2016-05-31	Yes
Value of fidelity bond cover	2016-05-31	$500,000
If this is an individual account plan, was there a blackout period	2016-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-05-31	No
Contributions received from participants	2016-05-31	$342,854
Participant contributions at end of year	2016-05-31	$28,974
Participant contributions at beginning of year	2016-05-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-05-31	$13,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Value of net income/loss	2016-05-31	$-385,581
Value of net assets at end of year (total assets less liabilities)	2016-05-31	$11,330,017
Value of net assets at beginning of year (total assets less liabilities)	2016-05-31	$11,715,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-05-31	No
Were any leases to which the plan was party in default or uncollectible	2016-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-05-31	$7,243,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-05-31	$8,111,612
Value of interest in pooled separate accounts at end of year	2016-05-31	$823,976
Value of interest in pooled separate accounts at beginning of year	2016-05-31	$677,039
Interest earned on other investments	2016-05-31	$114,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-05-31	$3,216,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-05-31	$2,926,947
Expenses. Payments to insurance carriers foe the provision of benefits	2016-05-31	$334,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-05-31	$-281,117
Net investment gain/loss from pooled separate accounts	2016-05-31	$46,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-05-31	No
Was there a failure to transmit to the plan any participant contributions	2016-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-05-31	No
Contributions received in cash from employer	2016-05-31	$199,817
Employer contributions (assets) at end of year	2016-05-31	$16,992
Employer contributions (assets) at beginning of year	2016-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-05-31	$486,841
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	2016-05-31	No
Did the plan have assets held for investment	2016-05-31	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	2016-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-05-31	Disclaimer
Accountancy firm name	2016-05-31	RUBINBROWN LLP
Accountancy firm EIN	2016-05-31	430765316

Form 5500 Responses for CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916

2022: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2022 form 5500 responses
2022-06-01	Type of plan entity	Single employer plan
2022-06-01	Submission has been amended	No
2022-06-01	This submission is the final filing	No
2022-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-06-01	Plan is a collectively bargained plan	No
2022-06-01	Plan funding arrangement – Insurance	Yes
2022-06-01	Plan funding arrangement – Trust	Yes
2022-06-01	Plan benefit arrangement – Insurance	Yes
2022-06-01	Plan benefit arrangement - Trust	Yes
2021: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2021 form 5500 responses
2021-06-01	Type of plan entity	Single employer plan
2021-06-01	Submission has been amended	No
2021-06-01	This submission is the final filing	No
2021-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-06-01	Plan is a collectively bargained plan	No
2021-06-01	Plan funding arrangement – Insurance	Yes
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement – Insurance	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	Submission has been amended	No
2020-06-01	This submission is the final filing	No
2020-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-06-01	Plan is a collectively bargained plan	No
2020-06-01	Plan funding arrangement – Insurance	Yes
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement – Insurance	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Submission has been amended	No
2019-06-01	This submission is the final filing	No
2019-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-06-01	Plan is a collectively bargained plan	No
2019-06-01	Plan funding arrangement – Insurance	Yes
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement – Insurance	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	Submission has been amended	No
2018-06-01	This submission is the final filing	No
2018-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-06-01	Plan is a collectively bargained plan	No
2018-06-01	Plan funding arrangement – Insurance	Yes
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement – Insurance	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Insurance	Yes
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement – Insurance	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Insurance	Yes
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement – Insurance	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES 403(B) PLAN #314916 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Insurance	Yes
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement – Insurance	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

314916

Policy instance

Insurance contract or identification number	314916
Number of Individuals Covered	108
Insurance policy start date	2022-06-01
Insurance policy end date	2023-05-31
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

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

Policy contract number

314916

Policy instance

Insurance contract or identification number	314916
Number of Individuals Covered	110
Insurance policy start date	2021-06-01
Insurance policy end date	2022-05-31
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

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

Policy contract number

314916

Policy instance

Insurance contract or identification number	314916
Number of Individuals Covered	111
Insurance policy start date	2020-06-01
Insurance policy end date	2021-05-31
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

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

Policy contract number

314916

Policy instance

Insurance contract or identification number	314916
Number of Individuals Covered	113
Insurance policy start date	2019-06-01
Insurance policy end date	2020-05-31
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

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

Policy contract number

314916

Policy instance

Insurance contract or identification number	314916
Number of Individuals Covered	114
Insurance policy start date	2018-06-01
Insurance policy end date	2019-05-31
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

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

Policy contract number

314916

Policy instance

Insurance contract or identification number	314916
Number of Individuals Covered	119
Insurance policy start date	2017-06-01
Insurance policy end date	2018-05-31
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

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

Policy contract number

314916

Policy instance

Insurance contract or identification number	314916
Number of Individuals Covered	123
Insurance policy start date	2015-06-01
Insurance policy end date	2016-05-31
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:	CHURCHILL CENTER AND SCHOOL FOR LEARNING DISABILITIES
Employer identification number (EIN):	431123374
NAIC Classification:	611000