401k Plan data: SEVERN SCHOOL 403(B) RETIREMENT PLAN plan

SEVERN SCHOOL 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	SEVERN SCHOOL 403(B) RETIREMENT PLAN
Plan identification number	001

SEVERN SCHOOL 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

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

Company Name: SEVERN SCHOOL, INC.

Employer identification number (EIN): 520591466

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEVERN SCHOOL 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01 CHRISTOPHER J SAPIENZA 2023-04-11
001 2020-07-01 TERRY L. DEL PRETE 2022-03-31
001 2019-07-01 TERRY L. DEL PRETE 2021-04-04
001 2018-07-01 DOUGLAS H. LAGARDE 2020-01-27
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 TERRY DELPRETE
001 2012-07-01 TERRY L. DELPRETE
001 2011-07-01 TERRY L. DELPRETE
001 2010-07-01 TERRY L. DEL PRETE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-07-01	CHRISTOPHER J SAPIENZA	2023-04-11
001	2020-07-01	TERRY L. DEL PRETE	2022-03-31
001	2019-07-01	TERRY L. DEL PRETE	2021-04-04
001	2018-07-01	DOUGLAS H. LAGARDE	2020-01-27
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01	TERRY DELPRETE
001	2012-07-01	TERRY L. DELPRETE
001	2011-07-01	TERRY L. DELPRETE
001	2010-07-01	TERRY L. DEL PRETE

Plan Statistics for SEVERN SCHOOL 403(B) RETIREMENT PLAN

401k plan membership statisitcs for SEVERN SCHOOL 403(B) RETIREMENT PLAN

Measure Date Value
2021: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 411
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 165
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 253
Total of all active and inactive participants 2021-07-01 418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 4
Total participants 2021-07-01 422
Number of participants with account balances 2021-07-01 417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 408
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 159
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 252
Total of all active and inactive participants 2020-07-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 411
Number of participants with account balances 2020-07-01 411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 404
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 165
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 243
Total of all active and inactive participants 2019-07-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 408
Number of participants with account balances 2019-07-01 408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 405
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 163
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 241
Total of all active and inactive participants 2018-07-01 404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 404
Number of participants with account balances 2018-07-01 404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 396
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 160
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 245
Total of all active and inactive participants 2017-07-01 405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 405
Number of participants with account balances 2017-07-01 405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 385
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 160
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 237
Total of all active and inactive participants 2016-07-01 397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 397
Number of participants with account balances 2016-07-01 397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 390
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 158
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 226
Total of all active and inactive participants 2015-07-01 384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 384
Number of participants with account balances 2015-07-01 384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 381
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 171
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 220
Total of all active and inactive participants 2014-07-01 391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 391
Number of participants with account balances 2014-07-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 165
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 162
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 53
Total of all active and inactive participants 2013-07-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 215
Number of participants with account balances 2013-07-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 149
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 115
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 39
Total of all active and inactive participants 2012-07-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 154
Number of participants with account balances 2012-07-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 132
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 105
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 43
Total of all active and inactive participants 2011-07-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 148
Number of participants with account balances 2011-07-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 120
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 107
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 25
Total of all active and inactive participants 2010-07-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 132
Number of participants with account balances 2010-07-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0

Measure	Date	Value
2021: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	411
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	165
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	253
Total of all active and inactive participants	2021-07-01	418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	4
Total participants	2021-07-01	422
Number of participants with account balances	2021-07-01	417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	408
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	159
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	252
Total of all active and inactive participants	2020-07-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	411
Number of participants with account balances	2020-07-01	411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	404
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	165
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	243
Total of all active and inactive participants	2019-07-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	408
Number of participants with account balances	2019-07-01	408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	405
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	163
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	241
Total of all active and inactive participants	2018-07-01	404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	404
Number of participants with account balances	2018-07-01	404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	396
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	160
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	245
Total of all active and inactive participants	2017-07-01	405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	405
Number of participants with account balances	2017-07-01	405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	385
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	160
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	237
Total of all active and inactive participants	2016-07-01	397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	397
Number of participants with account balances	2016-07-01	397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	390
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	158
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	226
Total of all active and inactive participants	2015-07-01	384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	384
Number of participants with account balances	2015-07-01	384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	381
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	171
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	220
Total of all active and inactive participants	2014-07-01	391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	391
Number of participants with account balances	2014-07-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	165
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	162
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	53
Total of all active and inactive participants	2013-07-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	215
Number of participants with account balances	2013-07-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	149
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	115
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	39
Total of all active and inactive participants	2012-07-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	154
Number of participants with account balances	2012-07-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	132
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	105
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	43
Total of all active and inactive participants	2011-07-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	148
Number of participants with account balances	2011-07-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	120
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	107
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	25
Total of all active and inactive participants	2010-07-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	132
Number of participants with account balances	2010-07-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0

Financial Data on SEVERN SCHOOL 403(B) RETIREMENT PLAN

Measure	Date	Value
2022 : SEVERN SCHOOL 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
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	$-3,069,719
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$2,547,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$2,547,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$2,376,951
Value of total assets at end of year	2022-06-30	$41,943,104
Value of total assets at beginning of year	2022-06-30	$47,560,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$0
Total interest from all sources	2022-06-30	$363,274
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
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
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	$943,232
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$506,107
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	$-5,617,568
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$41,943,104
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$47,560,672
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	$30,087,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$36,367,090
Value of interest in pooled separate accounts at end of year	2022-06-30	$1,510,531
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$1,288,509
Interest earned on other investments	2022-06-30	$363,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$10,344,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$9,905,073
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$66,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-6,099,500
Net investment gain/loss from pooled separate accounts	2022-06-30	$289,556
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	$927,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$2,481,048
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	BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN	2022-06-30	262404897
2021 : SEVERN SCHOOL 403(B) RETIREMENT 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	$11,652,307
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,672,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,672,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,751,474
Value of total assets at end of year	2021-06-30	$47,560,672
Value of total assets at beginning of year	2021-06-30	$37,580,965
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$0
Total interest from all sources	2021-06-30	$369,464
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	$1,000,000
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	$850,344
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$13,704
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	$9,979,707
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$47,560,672
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$37,580,965
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	$36,367,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$26,647,862
Value of interest in pooled separate accounts at end of year	2021-06-30	$1,288,509
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$1,223,392
Interest earned on other investments	2021-06-30	$369,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$9,905,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$9,709,711
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$85,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$9,450,584
Net investment gain/loss from pooled separate accounts	2021-06-30	$80,785
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	$887,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,586,794
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	BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN	2021-06-30	262404897
2020 : SEVERN SCHOOL 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
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	$0
Total income from all sources (including contributions)	2020-06-30	$3,241,708
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$1,645,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,645,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,831,184
Value of total assets at end of year	2020-06-30	$37,580,965
Value of total assets at beginning of year	2020-06-30	$35,984,720
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$0
Total interest from all sources	2020-06-30	$376,007
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
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
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	$803,594
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$169,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,596,245
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$37,580,965
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$35,984,720
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	$26,647,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$25,551,538
Value of interest in pooled separate accounts at end of year	2020-06-30	$1,223,392
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$1,020,546
Interest earned on other investments	2020-06-30	$376,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$9,709,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$9,412,636
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$11,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$1,023,409
Net investment gain/loss from pooled separate accounts	2020-06-30	$11,108
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	No
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	$858,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,634,166
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	No
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN	2020-06-30	262404897
2019 : SEVERN SCHOOL 403(B) RETIREMENT 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	$0
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	$4,299,853
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$2,304,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$2,304,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$2,618,854
Value of total assets at end of year	2019-06-30	$35,984,720
Value of total assets at beginning of year	2019-06-30	$33,989,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$0
Total interest from all sources	2019-06-30	$385,911
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	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$784,340
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$993,670
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	$1,995,144
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$35,984,720
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$33,989,576
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 registered invesment companies (eg mutual funds) at end of year	2019-06-30	$25,551,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$23,590,145
Value of interest in pooled separate accounts at end of year	2019-06-30	$1,020,546
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$958,106
Interest earned on other investments	2019-06-30	$385,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$9,412,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$9,441,325
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$64,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$1,243,764
Net investment gain/loss from pooled separate accounts	2019-06-30	$51,324
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	No
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	$840,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$2,240,127
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN	2019-06-30	262404897
2018 : SEVERN SCHOOL 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
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	$4,439,303
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$1,603,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,603,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,585,748
Value of total assets at end of year	2018-06-30	$33,989,576
Value of total assets at beginning of year	2018-06-30	$31,153,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$0
Total interest from all sources	2018-06-30	$376,305
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	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$737,316
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$26,635
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	$2,835,845
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$33,989,576
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$31,153,731
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 registered invesment companies (eg mutual funds) at end of year	2018-06-30	$23,590,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$21,078,017
Value of interest in pooled separate accounts at end of year	2018-06-30	$958,106
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$867,776
Interest earned on other investments	2018-06-30	$376,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$9,441,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$9,207,938
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$37,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$2,432,213
Net investment gain/loss from pooled separate accounts	2018-06-30	$45,037
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	No
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	$821,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,566,315
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN	2018-06-30	262404897
2017 : SEVERN SCHOOL 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$4,948,829
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$1,255,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,255,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,696,326
Value of total assets at end of year	2017-06-30	$31,153,731
Value of total assets at beginning of year	2017-06-30	$27,460,685
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$0
Total interest from all sources	2017-06-30	$384,528
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$757,908
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$141,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$3,693,046
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$31,153,731
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$27,460,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$21,078,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$17,929,802
Value of interest in pooled separate accounts at end of year	2017-06-30	$867,776
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$755,857
Interest earned on other investments	2017-06-30	$384,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$9,207,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$8,775,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$2,837,369
Net investment gain/loss from pooled separate accounts	2017-06-30	$30,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$796,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,255,783
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN	2017-06-30	262404897
2016 : SEVERN SCHOOL 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$1,734,280
Total of all expenses incurred	2016-06-30	$1,593,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,593,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,610,374
Value of total assets at end of year	2016-06-30	$27,460,685
Value of total assets at beginning of year	2016-06-30	$27,319,755
Total interest from all sources	2016-06-30	$367,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$791,790
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$44,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$140,930
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$27,460,685
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$27,319,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$17,929,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$18,028,270
Value of interest in pooled separate accounts at end of year	2016-06-30	$755,857
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$682,348
Interest earned on other investments	2016-06-30	$367,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$8,775,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$8,609,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-292,093
Net investment gain/loss from pooled separate accounts	2016-06-30	$48,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$773,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,593,350
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN	2016-06-30	262404897
2015 : SEVERN SCHOOL 403(B) RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan	2015-06-30	$8,097,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$60,258
Total income from all sources (including contributions)	2015-06-30	$2,712,422
Total of all expenses incurred	2015-06-30	$1,082,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,082,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,535,974
Value of total assets at end of year	2015-06-30	$27,319,755
Value of total assets at beginning of year	2015-06-30	$17,652,538
Total interest from all sources	2015-06-30	$360,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$748,753
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$24,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$60,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$1,630,263
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$27,319,755
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$17,592,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$18,028,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$12,576,108
Value of interest in pooled separate accounts at end of year	2015-06-30	$682,348
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$478,850
Interest earned on other investments	2015-06-30	$360,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$8,609,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$4,597,580
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$111,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$753,648
Net investment gain/loss from pooled separate accounts	2015-06-30	$62,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$762,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$970,477
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN	2015-06-30	262404897
2014 : SEVERN SCHOOL 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$60,258
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$3,771,802
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$1,351,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,351,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,427,612
Value of total assets at end of year	2014-06-30	$17,652,538
Value of total assets at beginning of year	2014-06-30	$15,171,768
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$187,341
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$727,298
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$700,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$60,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$2,420,512
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$17,592,280
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$15,171,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$12,576,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$10,110,632
Value of interest in pooled separate accounts at end of year	2014-06-30	$478,850
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$383,491
Interest earned on other investments	2014-06-30	$187,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$4,597,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$4,677,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$2,112,308
Net investment gain/loss from pooled separate accounts	2014-06-30	$44,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,351,290
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	BENEFIT AUDIT GROUP
Accountancy firm EIN	2014-06-30	262404897
2013 : SEVERN SCHOOL 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$2,785,000
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$1,209,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,209,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,250,747
Value of total assets at end of year	2013-06-30	$15,171,768
Value of total assets at beginning of year	2013-06-30	$13,596,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$186,366
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$590,937
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$100,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$1,575,704
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$15,171,768
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$13,596,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$10,110,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$8,413,720
Value of interest in pooled separate accounts at end of year	2013-06-30	$383,491
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$357,919
Interest earned on other investments	2013-06-30	$186,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$4,677,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$4,824,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$1,316,658
Net investment gain/loss from pooled separate accounts	2013-06-30	$31,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$559,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$1,209,296
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN	2013-06-30	262404897
2012 : SEVERN SCHOOL 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$1,315,090
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$303,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$303,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,087,517
Value of total assets at end of year	2012-06-30	$13,596,064
Value of total assets at beginning of year	2012-06-30	$12,584,217
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$192,861
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$557,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$1,011,846
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$13,596,064
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$12,584,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$8,413,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$7,763,859
Value of interest in pooled separate accounts at end of year	2012-06-30	$357,919
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$282,000
Interest earned on other investments	2012-06-30	$192,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$4,824,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$4,538,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$1,000
Net investment gain/loss from pooled separate accounts	2012-06-30	$33,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$529,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$303,244
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	BENEFIT AUDIT GROUP
Accountancy firm EIN	2012-06-30	262404897
2011 : SEVERN SCHOOL 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$2,728,662
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$108,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$108,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$987,449
Value of total assets at end of year	2011-06-30	$12,584,218
Value of total assets at beginning of year	2011-06-30	$9,963,889
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$175,124
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$489,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$2,620,329
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$12,584,218
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$9,963,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$7,763,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$5,557,229
Value of interest in pooled separate accounts at end of year	2011-06-30	$282,000
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$188,264
Interest earned on other investments	2011-06-30	$175,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$4,538,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$4,218,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$1,525,436
Net investment gain/loss from pooled separate accounts	2011-06-30	$40,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$498,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$108,333
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN	2011-06-30	262404897

Form 5500 Responses for SEVERN SCHOOL 403(B) RETIREMENT PLAN

2021: SEVERN SCHOOL 403(B) RETIREMENT 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: SEVERN SCHOOL 403(B) RETIREMENT 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: SEVERN SCHOOL 403(B) RETIREMENT 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: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
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 benefit arrangement – Insurance	Yes
2017: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
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 benefit arrangement – Insurance	Yes
2016: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: SEVERN SCHOOL 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

334275

Policy instance

Insurance contract or identification number	334275
Number of Individuals Covered	420
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334275

Policy instance

Insurance contract or identification number	334275
Number of Individuals Covered	413
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334275

Policy instance

Insurance contract or identification number	334275
Number of Individuals Covered	410
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334275

Policy instance

Insurance contract or identification number	334275
Number of Individuals Covered	406
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334275

Policy instance

Insurance contract or identification number	334275
Number of Individuals Covered	407
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SEVERN SCHOOL, INC.
Employer identification number (EIN):	520591466
NAIC Classification:	611000