401k Plan data: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN plan

LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 401k Plan overview

Plan Name	LEGACY TRADITIONAL SCHOOLS 401(K) PLAN
Plan identification number	002

LEGACY TRADITIONAL SCHOOLS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEGACY TRADITIONAL SCHOOLS has sponsored the creation of one or more 401k plans.

Company Name: LEGACY TRADITIONAL SCHOOLS

Employer identification number (EIN): 460641842

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGACY TRADITIONAL SCHOOLS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01

Plan Statistics for LEGACY TRADITIONAL SCHOOLS 401(K) PLAN

401k plan membership statisitcs for LEGACY TRADITIONAL SCHOOLS 401(K) PLAN

Measure Date Value
2022: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 1,900
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 2,075
Number of retired or separated participants receiving benefits 2022-07-01 4
Number of other retired or separated participants entitled to future benefits 2022-07-01 170
Total of all active and inactive participants 2022-07-01 2,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 2,249
Number of participants with account balances 2022-07-01 755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 20
2021: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 1,759
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 1,732
Number of retired or separated participants receiving benefits 2021-07-01 3
Number of other retired or separated participants entitled to future benefits 2021-07-01 235
Total of all active and inactive participants 2021-07-01 1,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 1,970
Number of participants with account balances 2021-07-01 752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 73
2020: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 1,621
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 1,534
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 182
Total of all active and inactive participants 2020-07-01 1,716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 1,716
Number of participants with account balances 2020-07-01 731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 44
2019: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,317
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 1,243
Number of retired or separated participants receiving benefits 2019-07-01 14
Number of other retired or separated participants entitled to future benefits 2019-07-01 130
Total of all active and inactive participants 2019-07-01 1,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 1,387
Number of participants with account balances 2019-07-01 627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1,078
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 1,243
Number of retired or separated participants receiving benefits 2018-07-01 10
Number of other retired or separated participants entitled to future benefits 2018-07-01 119
Total of all active and inactive participants 2018-07-01 1,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 1,372
Number of participants with account balances 2018-07-01 493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 981
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 971
Number of retired or separated participants receiving benefits 2017-07-01 7
Number of other retired or separated participants entitled to future benefits 2017-07-01 103
Total of all active and inactive participants 2017-07-01 1,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 1,081
Number of participants with account balances 2017-07-01 476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0

Measure	Date	Value
2022: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	1,900
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	2,075
Number of retired or separated participants receiving benefits	2022-07-01	4
Number of other retired or separated participants entitled to future benefits	2022-07-01	170
Total of all active and inactive participants	2022-07-01	2,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	2,249
Number of participants with account balances	2022-07-01	755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	20
2021: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	1,759
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	1,732
Number of retired or separated participants receiving benefits	2021-07-01	3
Number of other retired or separated participants entitled to future benefits	2021-07-01	235
Total of all active and inactive participants	2021-07-01	1,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	1,970
Number of participants with account balances	2021-07-01	752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	73
2020: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	1,621
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	1,534
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	182
Total of all active and inactive participants	2020-07-01	1,716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	1,716
Number of participants with account balances	2020-07-01	731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	44
2019: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,317
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	1,243
Number of retired or separated participants receiving benefits	2019-07-01	14
Number of other retired or separated participants entitled to future benefits	2019-07-01	130
Total of all active and inactive participants	2019-07-01	1,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	1,387
Number of participants with account balances	2019-07-01	627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1,078
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	1,243
Number of retired or separated participants receiving benefits	2018-07-01	10
Number of other retired or separated participants entitled to future benefits	2018-07-01	119
Total of all active and inactive participants	2018-07-01	1,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	1,372
Number of participants with account balances	2018-07-01	493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	981
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	971
Number of retired or separated participants receiving benefits	2017-07-01	7
Number of other retired or separated participants entitled to future benefits	2017-07-01	103
Total of all active and inactive participants	2017-07-01	1,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	1,081
Number of participants with account balances	2017-07-01	476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0

Financial Data on LEGACY TRADITIONAL SCHOOLS 401(K) PLAN

Measure	Date	Value
2023 : LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total transfer of assets from this plan	2023-06-30	$29,614
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$6,949,306
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$2,828,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$2,698,183
Expenses. Certain deemed distributions of participant loans	2023-06-30	$37,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$4,682,441
Value of total assets at end of year	2023-06-30	$21,403,787
Value of total assets at beginning of year	2023-06-30	$17,312,340
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$92,362
Total interest from all sources	2023-06-30	$19,732
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$2,630,551
Participant contributions at end of year	2023-06-30	$326,331
Participant contributions at beginning of year	2023-06-30	$307,244
Participant contributions at end of year	2023-06-30	$102,707
Participant contributions at beginning of year	2023-06-30	$509
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$121,695
Other income not declared elsewhere	2023-06-30	$55
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$4,121,061
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$21,403,787
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$17,312,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$15,268,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$12,143,341
Value of interest in pooled separate accounts at end of year	2023-06-30	$3,751,554
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$3,011,713
Interest on participant loans	2023-06-30	$19,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$1,883,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$1,849,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$1,629,498
Net investment gain/loss from pooled separate accounts	2023-06-30	$559,065
Net investment gain or loss from common/collective trusts	2023-06-30	$58,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$1,930,195
Employer contributions (assets) at end of year	2023-06-30	$71,193
Employer contributions (assets) at beginning of year	2023-06-30	$256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$2,698,183
Contract administrator fees	2023-06-30	$92,362
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	FORVIS, LLP
Accountancy firm EIN	2023-06-30	440160260
2022 : LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total transfer of assets from this plan	2022-06-30	$14,112
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$1,363,882
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$2,019,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,896,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$4,072,512
Value of total assets at end of year	2022-06-30	$17,312,340
Value of total assets at beginning of year	2022-06-30	$17,982,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$122,997
Total interest from all sources	2022-06-30	$60,482
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Administrative expenses professional fees incurred	2022-06-30	$2,500
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$2,271,788
Participant contributions at end of year	2022-06-30	$307,244
Participant contributions at beginning of year	2022-06-30	$175,735
Participant contributions at end of year	2022-06-30	$509
Participant contributions at beginning of year	2022-06-30	$222
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$120,534
Other income not declared elsewhere	2022-06-30	$140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-655,631
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$17,312,340
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$17,982,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$12,143,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$12,786,232
Value of interest in pooled separate accounts at end of year	2022-06-30	$3,011,713
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$3,557,986
Interest on participant loans	2022-06-30	$11,992
Interest earned on other investments	2022-06-30	$48,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,849,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,461,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-2,277,534
Net investment gain/loss from pooled separate accounts	2022-06-30	$-539,058
Net investment gain or loss from common/collective trusts	2022-06-30	$47,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$1,680,190
Employer contributions (assets) at end of year	2022-06-30	$256
Employer contributions (assets) at beginning of year	2022-06-30	$222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,896,516
Contract administrator fees	2022-06-30	$120,497
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	SCHMIDT WESTERGARD & CO., PLLC
Accountancy firm EIN	2022-06-30	860271207
2021 : LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$7,685,332
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,903,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,784,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$3,955,071
Value of total assets at end of year	2021-06-30	$17,982,083
Value of total assets at beginning of year	2021-06-30	$12,200,547
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$119,108
Total interest from all sources	2021-06-30	$54,368
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$2,244,278
Participant contributions at end of year	2021-06-30	$175,735
Participant contributions at beginning of year	2021-06-30	$214,129
Participant contributions at end of year	2021-06-30	$222
Participant contributions at beginning of year	2021-06-30	$27
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$39,955
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-06-30	$128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$5,781,536
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$17,982,083
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$12,200,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$12,786,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$8,424,421
Value of interest in pooled separate accounts at end of year	2021-06-30	$3,557,986
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$2,253,873
Interest on participant loans	2021-06-30	$9,554
Interest earned on other investments	2021-06-30	$44,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,461,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,308,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$2,679,702
Net investment gain/loss from pooled separate accounts	2021-06-30	$996,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$1,670,838
Employer contributions (assets) at end of year	2021-06-30	$222
Employer contributions (assets) at beginning of year	2021-06-30	$27
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,784,560
Contract administrator fees	2021-06-30	$119,108
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	SCHMIDT WESTERGARD & CO., PLLC
Accountancy firm EIN	2021-06-30	860271207
2020 : LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total transfer of assets from this plan	2020-06-30	$87,566
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$238
Total income from all sources (including contributions)	2020-06-30	$3,734,767
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$1,440,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,354,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$3,049,777
Value of total assets at end of year	2020-06-30	$12,200,547
Value of total assets at beginning of year	2020-06-30	$9,993,945
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$85,932
Total interest from all sources	2020-06-30	$50,674
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Administrative expenses professional fees incurred	2020-06-30	$2,274
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$1,652,141
Participant contributions at end of year	2020-06-30	$214,129
Participant contributions at beginning of year	2020-06-30	$188,752
Participant contributions at end of year	2020-06-30	$27
Participant contributions at beginning of year	2020-06-30	$22,353
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$136,901
Other income not declared elsewhere	2020-06-30	$5,540
Liabilities. Value of operating payables at end of year	2020-06-30	$0
Liabilities. Value of operating payables at beginning of year	2020-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$2,294,406
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$12,200,547
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$9,993,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$8,424,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$0
Value of interest in pooled separate accounts at end of year	2020-06-30	$2,253,873
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$8,679,445
Interest on participant loans	2020-06-30	$11,855
Interest earned on other investments	2020-06-30	$38,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,308,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$1,084,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$310,020
Net investment gain/loss from pooled separate accounts	2020-06-30	$318,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$1,260,735
Employer contributions (assets) at end of year	2020-06-30	$27
Employer contributions (assets) at beginning of year	2020-06-30	$18,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,354,429
Contract administrator fees	2020-06-30	$83,658
Liabilities. Value of benefit claims payable at end of year	2020-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$238
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	SCHMIDT WESTERGARD & CO., PLLC
Accountancy firm EIN	2020-06-30	860271207
2019 : LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$238
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$3,152,423
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$745,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$684,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$2,554,153
Value of total assets at end of year	2019-06-30	$9,993,945
Value of total assets at beginning of year	2019-06-30	$7,587,089
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$61,435
Total interest from all sources	2019-06-30	$41,048
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$1,364,008
Participant contributions at end of year	2019-06-30	$188,752
Participant contributions at beginning of year	2019-06-30	$217,919
Participant contributions at end of year	2019-06-30	$22,353
Participant contributions at beginning of year	2019-06-30	$55,484
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$74,603
Other income not declared elsewhere	2019-06-30	$59
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$2,406,618
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$9,993,707
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$7,587,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in pooled separate accounts at end of year	2019-06-30	$8,679,445
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$6,387,542
Interest on participant loans	2019-06-30	$11,658
Interest earned on other investments	2019-06-30	$29,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$1,084,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$880,551
Net investment gain/loss from pooled separate accounts	2019-06-30	$557,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$1,115,542
Employer contributions (assets) at end of year	2019-06-30	$18,490
Employer contributions (assets) at beginning of year	2019-06-30	$45,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$684,370
Contract administrator fees	2019-06-30	$61,435
Liabilities. Value of benefit claims payable at end of year	2019-06-30	$238
Liabilities. Value of benefit claims payable at beginning of year	2019-06-30	$0
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	SCHMIDT WESTERGARD & CO., PLLC
Accountancy firm EIN	2019-06-30	860271207
2018 : LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets to this plan	2018-06-30	$5,262,129
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$2,828,714
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$503,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$458,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$2,323,764
Value of total assets at end of year	2018-06-30	$7,587,089
Value of total assets at beginning of year	2018-06-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$45,530
Total interest from all sources	2018-06-30	$32,543
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$1,241,172
Participant contributions at end of year	2018-06-30	$217,919
Participant contributions at beginning of year	2018-06-30	$0
Participant contributions at end of year	2018-06-30	$55,484
Participant contributions at beginning of year	2018-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$50,804
Other income not declared elsewhere	2018-06-30	$173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$2,324,960
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$7,587,089
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in pooled separate accounts at end of year	2018-06-30	$6,387,542
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$0
Interest on participant loans	2018-06-30	$8,947
Interest earned on other investments	2018-06-30	$23,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$880,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$0
Net investment gain/loss from pooled separate accounts	2018-06-30	$472,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$1,031,788
Employer contributions (assets) at end of year	2018-06-30	$45,593
Employer contributions (assets) at beginning of year	2018-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$458,224
Contract administrator fees	2018-06-30	$45,530
Liabilities. Value of benefit claims payable at end of year	2018-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-06-30	$0
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	SCHMIDT WESTERGARD & CO., PLLC
Accountancy firm EIN	2018-06-30	860271207

Form 5500 Responses for LEGACY TRADITIONAL SCHOOLS 401(K) PLAN

2022: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	Yes
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: LEGACY TRADITIONAL SCHOOLS 401(K) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	First time form 5500 has been submitted	Yes
2017-07-01	Submission has been amended	Yes
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86389-1

Policy instance

Insurance contract or identification number	RM 86389-1
Number of Individuals Covered	256
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86389-1

Policy instance

Insurance contract or identification number	RM 86389-1
Number of Individuals Covered	1845
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86389-1

Policy instance

Insurance contract or identification number	RM 86389-1
Number of Individuals Covered	1532
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86389-1

Policy instance

Insurance contract or identification number	RM 86389-1
Number of Individuals Covered	1319
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86389-1

Policy instance

Insurance contract or identification number	RM 86389-1
Number of Individuals Covered	430
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86389-1

Policy instance

Insurance contract or identification number	RM 86389-1
Number of Individuals Covered	439
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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

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Company Name:	LEGACY TRADITIONAL SCHOOLS
Employer identification number (EIN):	460641842
NAIC Classification:	611000