401k Plan data: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN plan

INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 401k Plan overview

Plan Name	INDEPENDENCE MISSION SCHOOLS 403(B) PLAN
Plan identification number	001

INDEPENDENCE MISSION SCHOOLS 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PHILADELPHIA INDEPENDENT MISSION SCHOOLS has sponsored the creation of one or more 401k plans.

Company Name: PHILADELPHIA INDEPENDENT MISSION SCHOOLS

Employer identification number (EIN): 454720688

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDEPENDENCE MISSION SCHOOLS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 RICHARD AULETTA RICHARD AULETTA 2018-10-12
001 2016-01-01 EILEEN KOLLMER EILEEN KOLLMER 2017-10-16
001 2015-01-01 ANNE MCGOLDRICK ANNE MCGOLDRICK 2016-10-13
001 2014-01-01 ANNE MCGOLDRICK ANNE MCGOLDRICK 2015-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	RICHARD AULETTA	RICHARD AULETTA	2018-10-12
001	2016-01-01	EILEEN KOLLMER	EILEEN KOLLMER	2017-10-16
001	2015-01-01	ANNE MCGOLDRICK	ANNE MCGOLDRICK	2016-10-13
001	2014-01-01	ANNE MCGOLDRICK	ANNE MCGOLDRICK	2015-10-14

Plan Statistics for INDEPENDENCE MISSION SCHOOLS 403(B) PLAN

401k plan membership statisitcs for INDEPENDENCE MISSION SCHOOLS 403(B) PLAN

Measure Date Value
2022: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 513
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 447
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 99
Total of all active and inactive participants 2022-01-01 553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 553
Number of participants with account balances 2022-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 528
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 418
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 106
Total of all active and inactive participants 2021-01-01 531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 531
Number of participants with account balances 2021-01-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 20
2020: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 556
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 480
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 84
Total of all active and inactive participants 2020-01-01 571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 571
Number of participants with account balances 2020-01-01 271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 618
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 473
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 80
Total of all active and inactive participants 2019-01-01 558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 558
Number of participants with account balances 2019-01-01 264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 613
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 488
Number of retired or separated participants receiving benefits 2018-01-01 9
Number of other retired or separated participants entitled to future benefits 2018-01-01 119
Total of all active and inactive participants 2018-01-01 616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 616
Number of participants with account balances 2018-01-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 629
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 511
Number of retired or separated participants receiving benefits 2017-01-01 8
Number of other retired or separated participants entitled to future benefits 2017-01-01 91
Total of all active and inactive participants 2017-01-01 610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 610
Number of participants with account balances 2017-01-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 16
2016: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 568
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 592
Number of retired or separated participants receiving benefits 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 82
Total of all active and inactive participants 2016-01-01 681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 681
Number of participants with account balances 2016-01-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 18
2015: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 535
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 561
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 57
Total of all active and inactive participants 2015-01-01 622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 622
Number of participants with account balances 2015-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 424
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 501
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 34
Total of all active and inactive participants 2014-01-01 535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 535
Number of participants with account balances 2014-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6

Measure	Date	Value
2022: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	513
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	447
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	99
Total of all active and inactive participants	2022-01-01	553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	553
Number of participants with account balances	2022-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	528
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	418
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	106
Total of all active and inactive participants	2021-01-01	531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	531
Number of participants with account balances	2021-01-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	20
2020: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	556
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	480
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	84
Total of all active and inactive participants	2020-01-01	571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	571
Number of participants with account balances	2020-01-01	271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	618
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	473
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	80
Total of all active and inactive participants	2019-01-01	558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	558
Number of participants with account balances	2019-01-01	264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	613
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	488
Number of retired or separated participants receiving benefits	2018-01-01	9
Number of other retired or separated participants entitled to future benefits	2018-01-01	119
Total of all active and inactive participants	2018-01-01	616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	616
Number of participants with account balances	2018-01-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	629
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	511
Number of retired or separated participants receiving benefits	2017-01-01	8
Number of other retired or separated participants entitled to future benefits	2017-01-01	91
Total of all active and inactive participants	2017-01-01	610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	610
Number of participants with account balances	2017-01-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	16
2016: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	568
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	592
Number of retired or separated participants receiving benefits	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	82
Total of all active and inactive participants	2016-01-01	681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	681
Number of participants with account balances	2016-01-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	18
2015: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	535
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	561
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	57
Total of all active and inactive participants	2015-01-01	622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	622
Number of participants with account balances	2015-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	424
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	501
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	34
Total of all active and inactive participants	2014-01-01	535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	535
Number of participants with account balances	2014-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6

Financial Data on INDEPENDENCE MISSION SCHOOLS 403(B) PLAN

Measure	Date	Value
2022 : INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$11,069
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$11,183
Total income from all sources (including contributions)	2022-12-31	$-302,945
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$613,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$578,630
Value of total corrective distributions	2022-12-31	$3,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$729,597
Value of total assets at end of year	2022-12-31	$5,571,979
Value of total assets at beginning of year	2022-12-31	$6,488,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$31,641
Total interest from all sources	2022-12-31	$12,907
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$106,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$106,092
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$383,619
Participant contributions at end of year	2022-12-31	$32,230
Participant contributions at beginning of year	2022-12-31	$26,937
Participant contributions at end of year	2022-12-31	$14,770
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$2,799
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$1,918
Liabilities. Value of operating payables at end of year	2022-12-31	$6,899
Liabilities. Value of operating payables at beginning of year	2022-12-31	$7,916
Total non interest bearing cash at end of year	2022-12-31	$358
Total non interest bearing cash at beginning of year	2022-12-31	$37,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-916,450
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,560,910
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,477,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$28,298
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,911,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,934,606
Interest on participant loans	2022-12-31	$1,380
Interest earned on other investments	2022-12-31	$11,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$595,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$487,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,151,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$345,978
Employer contributions (assets) at end of year	2022-12-31	$15,273
Employer contributions (assets) at beginning of year	2022-12-31	$20
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$578,630
Contract administrator fees	2022-12-31	$3,343
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$4,170
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$3,267
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	NOVAK FRANCELLA LLC
Accountancy firm EIN	2022-12-31	611436956
2021 : INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$11,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$11,862
Total income from all sources (including contributions)	2021-12-31	$1,492,694
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$600,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$564,732
Value of total corrective distributions	2021-12-31	$2,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$797,900
Value of total assets at end of year	2021-12-31	$6,488,543
Value of total assets at beginning of year	2021-12-31	$5,596,896
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$33,305
Total interest from all sources	2021-12-31	$12,553
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$104,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$104,142
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$398,139
Participant contributions at end of year	2021-12-31	$26,937
Participant contributions at beginning of year	2021-12-31	$32,974
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$30,505
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$1,918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$2,359
Liabilities. Value of operating payables at end of year	2021-12-31	$7,916
Liabilities. Value of operating payables at beginning of year	2021-12-31	$7,934
Total non interest bearing cash at end of year	2021-12-31	$37,992
Total non interest bearing cash at beginning of year	2021-12-31	$11,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$892,326
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,477,360
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,585,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$30,137
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,934,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,110,310
Interest on participant loans	2021-12-31	$2,361
Interest earned on other investments	2021-12-31	$10,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$487,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$440,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$578,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$369,256
Employer contributions (assets) at end of year	2021-12-31	$20
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$564,732
Contract administrator fees	2021-12-31	$3,168
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$3,267
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$3,928
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	NOVAK FRANCELLA LLC
Accountancy firm EIN	2021-12-31	611436956
2020 : INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$11,862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$8,708
Total income from all sources (including contributions)	2020-12-31	$1,494,649
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$370,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$338,922
Value of total corrective distributions	2020-12-31	$3,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$833,603
Value of total assets at end of year	2020-12-31	$5,596,896
Value of total assets at beginning of year	2020-12-31	$4,469,746
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,803
Total interest from all sources	2020-12-31	$11,179
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$86,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$86,610
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$415,929
Participant contributions at end of year	2020-12-31	$32,974
Participant contributions at beginning of year	2020-12-31	$32,325
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$40,449
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$2,359
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$1,365
Liabilities. Value of operating payables at end of year	2020-12-31	$7,934
Liabilities. Value of operating payables at beginning of year	2020-12-31	$5,762
Total non interest bearing cash at end of year	2020-12-31	$11,179
Total non interest bearing cash at beginning of year	2020-12-31	$4,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,123,996
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,585,034
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,461,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$24,690
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,110,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,069,155
Interest on participant loans	2020-12-31	$1,700
Interest earned on other investments	2020-12-31	$9,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$440,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$362,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$563,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$377,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$338,922
Contract administrator fees	2020-12-31	$3,113
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$3,928
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$2,946
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	NOVAK FRANCELLA LLC
Accountancy firm EIN	2020-12-31	611436956
2019 : INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$8,708
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$11,438
Total income from all sources (including contributions)	2019-12-31	$1,463,483
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$590,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$553,467
Value of total corrective distributions	2019-12-31	$2,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$755,769
Value of total assets at end of year	2019-12-31	$4,469,746
Value of total assets at beginning of year	2019-12-31	$3,599,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$33,985
Total interest from all sources	2019-12-31	$10,886
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$93,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$93,418
Administrative expenses professional fees incurred	2019-12-31	$7,839
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$413,022
Participant contributions at end of year	2019-12-31	$32,325
Participant contributions at beginning of year	2019-12-31	$21,824
Participant contributions at beginning of year	2019-12-31	$20
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,102
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,365
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Liabilities. Value of operating payables at end of year	2019-12-31	$5,762
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$4,600
Total non interest bearing cash at beginning of year	2019-12-31	$50,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$873,085
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,461,038
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,587,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$26,146
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,069,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,197,812
Interest on participant loans	2019-12-31	$1,946
Interest earned on other investments	2019-12-31	$8,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$362,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$329,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$603,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$337,645
Employer contributions (assets) at beginning of year	2019-12-31	$21
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$553,467
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$2,946
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$11,438
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	O'CONNELL AND COMPANY
Accountancy firm EIN	2019-12-31	471352305
2018 : INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$11,438
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$3,830
Total income from all sources (including contributions)	2018-12-31	$708,234
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$133,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$117,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$858,360
Value of total assets at end of year	2018-12-31	$3,599,391
Value of total assets at beginning of year	2018-12-31	$3,016,720
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$15,459
Total interest from all sources	2018-12-31	$8,464
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$76,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$76,810
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$416,303
Participant contributions at end of year	2018-12-31	$21,824
Participant contributions at beginning of year	2018-12-31	$9,161
Participant contributions at end of year	2018-12-31	$20
Participant contributions at beginning of year	2018-12-31	$16,274
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$24,125
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$239
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$3,830
Total non interest bearing cash at end of year	2018-12-31	$50,236
Total non interest bearing cash at beginning of year	2018-12-31	$27,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$575,063
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,587,953
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,012,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$13,044
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,197,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,667,508
Interest on participant loans	2018-12-31	$999
Interest earned on other investments	2018-12-31	$7,465
Value of interest in common/collective trusts at beginning of year	2018-12-31	$279,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$329,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-235,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$417,932
Employer contributions (assets) at end of year	2018-12-31	$21
Employer contributions (assets) at beginning of year	2018-12-31	$16,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$117,712
Contract administrator fees	2018-12-31	$2,415
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	2018-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$11,438
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	O'CONNELL AND COMPANY
Accountancy firm EIN	2018-12-31	471352305
2017 : INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,830
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$9,299
Total income from all sources (including contributions)	2017-12-31	$1,093,209
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$282,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$269,568
Value of total corrective distributions	2017-12-31	$1,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$756,717
Value of total assets at end of year	2017-12-31	$3,016,720
Value of total assets at beginning of year	2017-12-31	$2,211,546
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,717
Total interest from all sources	2017-12-31	$478
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$53,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$53,594
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$363,290
Participant contributions at end of year	2017-12-31	$9,161
Participant contributions at beginning of year	2017-12-31	$8,435
Participant contributions at end of year	2017-12-31	$16,274
Participant contributions at beginning of year	2017-12-31	$17,391
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$11,690
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$283
Liabilities. Value of operating payables at end of year	2017-12-31	$3,830
Liabilities. Value of operating payables at beginning of year	2017-12-31	$7,814
Total non interest bearing cash at end of year	2017-12-31	$27,975
Total non interest bearing cash at beginning of year	2017-12-31	$14,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$810,643
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,012,890
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,202,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$8,917
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,667,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,912,069
Interest on participant loans	2017-12-31	$478
Value of interest in common/collective trusts at end of year	2017-12-31	$279,242
Value of interest in common/collective trusts at beginning of year	2017-12-31	$242,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$276,196
Net investment gain or loss from common/collective trusts	2017-12-31	$6,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$381,737
Employer contributions (assets) at end of year	2017-12-31	$16,321
Employer contributions (assets) at beginning of year	2017-12-31	$16,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$269,568
Contract administrator fees	2017-12-31	$2,800
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$1,485
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	O'CONNELL AND COMPANY
Accountancy firm EIN	2017-12-31	471352305
2016 : INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$9,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,849
Total income from all sources (including contributions)	2016-12-31	$881,550
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$137,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$118,414
Value of total corrective distributions	2016-12-31	$1,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$748,573
Value of total assets at end of year	2016-12-31	$2,211,546
Value of total assets at beginning of year	2016-12-31	$1,459,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$17,494
Total interest from all sources	2016-12-31	$459
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$39,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$39,274
Administrative expenses professional fees incurred	2016-12-31	$2,660
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$346,969
Participant contributions at end of year	2016-12-31	$8,435
Participant contributions at beginning of year	2016-12-31	$3,570
Participant contributions at end of year	2016-12-31	$17,391
Participant contributions at beginning of year	2016-12-31	$13,523
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$30,212
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$283
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$185
Liabilities. Value of operating payables at end of year	2016-12-31	$7,814
Liabilities. Value of operating payables at beginning of year	2016-12-31	$1,849
Total non interest bearing cash at end of year	2016-12-31	$14,516
Total non interest bearing cash at beginning of year	2016-12-31	$5,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$744,157
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,202,247
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,458,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,912,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,231,293
Interest on participant loans	2016-12-31	$459
Value of interest in common/collective trusts at end of year	2016-12-31	$242,363
Value of interest in common/collective trusts at beginning of year	2016-12-31	$191,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$88,280
Net investment gain or loss from common/collective trusts	2016-12-31	$4,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$371,392
Employer contributions (assets) at end of year	2016-12-31	$16,489
Employer contributions (assets) at beginning of year	2016-12-31	$14,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$118,414
Contract administrator fees	2016-12-31	$14,834
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	2016-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$1,485
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	TAIT WELLER
Accountancy firm EIN	2016-12-31	231144520
2015 : INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,849
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$947
Total income from all sources (including contributions)	2015-12-31	$790,888
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$64,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$56,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$801,188
Value of total assets at end of year	2015-12-31	$1,459,939
Value of total assets at beginning of year	2015-12-31	$732,807
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,756
Total interest from all sources	2015-12-31	$153
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$22,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$22,905
Administrative expenses professional fees incurred	2015-12-31	$821
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$369,747
Participant contributions at end of year	2015-12-31	$3,570
Participant contributions at beginning of year	2015-12-31	$3,220
Participant contributions at end of year	2015-12-31	$13,523
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$48,164
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$185
Liabilities. Value of operating payables at end of year	2015-12-31	$1,849
Liabilities. Value of operating payables at beginning of year	2015-12-31	$947
Total non interest bearing cash at end of year	2015-12-31	$5,014
Total non interest bearing cash at beginning of year	2015-12-31	$1,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$726,230
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,458,090
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$731,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,231,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$728,349
Interest on participant loans	2015-12-31	$153
Value of interest in common/collective trusts at end of year	2015-12-31	$191,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-36,343
Net investment gain or loss from common/collective trusts	2015-12-31	$2,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$383,277
Employer contributions (assets) at end of year	2015-12-31	$14,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$56,902
Contract administrator fees	2015-12-31	$6,935
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	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	TAIT WELLER
Accountancy firm EIN	2015-12-31	231144520
2014 : INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$745,969
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$14,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$11,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$724,485
Value of total assets at end of year	2014-12-31	$732,807
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,979
Total interest from all sources	2014-12-31	$17
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$9,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$9,856
Administrative expenses professional fees incurred	2014-12-31	$770
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$330,308
Participant contributions at end of year	2014-12-31	$3,220
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$44,149
Liabilities. Value of operating payables at end of year	2014-12-31	$947
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$1,238
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$731,860
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$731,860
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$728,349
Interest on participant loans	2014-12-31	$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$11,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$350,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$11,130
Contract administrator fees	2014-12-31	$2,209
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	TAIT WELLER
Accountancy firm EIN	2014-12-31	231144520

Form 5500 Responses for INDEPENDENCE MISSION SCHOOLS 403(B) PLAN

2022: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INDEPENDENCE MISSION SCHOOLS 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

07C6649D

Policy instance

Insurance contract or identification number	07C6649D
Number of Individuals Covered	46
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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?	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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

07C6649D

Policy instance

Insurance contract or identification number	07C6649D
Number of Individuals Covered	47
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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?	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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

07C6649D

Policy instance

Insurance contract or identification number	07C6649D
Number of Individuals Covered	56
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

07C6649D

Policy instance

Insurance contract or identification number	07C6649D
Number of Individuals Covered	56
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

07C6649D

Policy instance

Insurance contract or identification number	07C6649D
Number of Individuals Covered	77
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

07C6649D

Policy instance

Insurance contract or identification number	07C6649D
Number of Individuals Covered	83
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

808698A

Policy instance

Insurance contract or identification number	808698A
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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?	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:	PHILADELPHIA INDEPENDENT MISSION SCHOOLS
Employer identification number (EIN):	454720688
NAIC Classification:	611000