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

GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN
Plan identification number	002

GEORGETOWN PREPARATORY 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

GEORGETOWN PREPARATORY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: GEORGETOWN PREPARATORY SCHOOL

Employer identification number (EIN): 520591606

NAIC Classification: 611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-07-01 MARTIN THOMAS
002 2015-07-01 MARTIN THOMAS
002 2014-07-01 MARTIN THOMAS
002 2013-07-01 MARTIN THOMAS
002 2012-07-01 MARTIN THOMAS
002 2011-07-01 MARTIN THOMAS MARTIN THOMAS 2013-03-07
002 2009-07-01 MARTINTHOMAS MARTINTHOMAS 2011-04-14
002 2009-07-01 MARTIN THOMAS MARTIN THOMAS 2011-07-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-07-01	MARTIN THOMAS
002	2015-07-01	MARTIN THOMAS
002	2014-07-01	MARTIN THOMAS
002	2013-07-01	MARTIN THOMAS
002	2012-07-01	MARTIN THOMAS
002	2011-07-01	MARTIN THOMAS	MARTIN THOMAS	2013-03-07
002	2009-07-01	MARTINTHOMAS	MARTINTHOMAS	2011-04-14
002	2009-07-01	MARTIN THOMAS	MARTIN THOMAS	2011-07-08

Plan Statistics for GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN

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

Measure Date Value
2016: GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 347
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 269
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 80
Total of all active and inactive participants 2016-07-01 349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 350
Number of participants with account balances 2016-07-01 278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 375
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 266
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 77
Total of all active and inactive participants 2015-07-01 343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 344
Number of participants with account balances 2015-07-01 281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 258
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 253
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 116
Total of all active and inactive participants 2014-07-01 369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 370
Number of participants with account balances 2014-07-01 271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 275
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 180
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 75
Total of all active and inactive participants 2013-07-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 255
Number of participants with account balances 2013-07-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 178
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 165
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 110
Total of all active and inactive participants 2012-07-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 275
Number of participants with account balances 2012-07-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 245
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 117
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 61
Total of all active and inactive participants 2011-07-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 178
Number of participants with account balances 2011-07-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 200
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 180
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 51
Total of all active and inactive participants 2009-07-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 231
Number of participants with account balances 2009-07-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2016: GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	347
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	269
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	80
Total of all active and inactive participants	2016-07-01	349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	350
Number of participants with account balances	2016-07-01	278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	375
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	266
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	77
Total of all active and inactive participants	2015-07-01	343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	344
Number of participants with account balances	2015-07-01	281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	258
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	253
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	116
Total of all active and inactive participants	2014-07-01	369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	370
Number of participants with account balances	2014-07-01	271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	275
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	180
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	75
Total of all active and inactive participants	2013-07-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	255
Number of participants with account balances	2013-07-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	178
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	165
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	110
Total of all active and inactive participants	2012-07-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	275
Number of participants with account balances	2012-07-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	245
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	117
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	61
Total of all active and inactive participants	2011-07-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	178
Number of participants with account balances	2011-07-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	200
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	180
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	51
Total of all active and inactive participants	2009-07-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	231
Number of participants with account balances	2009-07-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN

Measure	Date	Value
2017 : GEORGETOWN PREPARATORY 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	$3,542,417
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$1,612,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,609,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,460,386
Value of total assets at end of year	2017-06-30	$18,449,967
Value of total assets at beginning of year	2017-06-30	$16,520,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$3,400
Total interest from all sources	2017-06-30	$147,693
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	$3,000,000
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	$695,978
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$95,874
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	$1,929,442
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$18,449,967
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$16,520,525
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	$14,331,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$11,906,706
Value of interest in pooled separate accounts at end of year	2017-06-30	$601,607
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$556,474
Interest earned on other investments	2017-06-30	$147,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$3,516,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$4,057,345
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$53,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$1,911,762
Net investment gain/loss from pooled separate accounts	2017-06-30	$22,576
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	$668,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,555,929
Contract administrator fees	2017-06-30	$3,400
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	RSM US LLP
Accountancy firm EIN	2017-06-30	420714325
2016 : GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$1,362,745
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$1,214,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,211,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,312,649
Value of total assets at end of year	2016-06-30	$16,520,525
Value of total assets at beginning of year	2016-06-30	$16,372,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$3,150
Total interest from all sources	2016-06-30	$136,137
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
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	$3,000,000
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	$652,357
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$42,614
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	$148,388
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$16,520,525
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$16,372,137
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	$11,906,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$12,002,621
Value of interest in pooled separate accounts at end of year	2016-06-30	$556,474
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$446,005
Interest earned on other investments	2016-06-30	$136,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$4,057,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$3,923,511
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$380,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-118,292
Net investment gain/loss from pooled separate accounts	2016-06-30	$32,251
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	$617,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$830,607
Contract administrator fees	2016-06-30	$3,150
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	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MCGLADREY LLP
Accountancy firm EIN	2016-06-30	420714325
2015 : GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$2,040,066
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$606,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$603,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,270,047
Value of total assets at end of year	2015-06-30	$16,372,137
Value of total assets at beginning of year	2015-06-30	$14,938,199
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$3,050
Total interest from all sources	2015-06-30	$129,610
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
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	$3,000,000
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	$658,749
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$27,849
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	$1,433,938
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$16,372,137
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$14,938,199
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	$12,002,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$10,955,246
Value of interest in pooled separate accounts at end of year	2015-06-30	$446,005
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$348,171
Interest earned on other investments	2015-06-30	$129,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$3,923,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$3,634,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$598,219
Net investment gain/loss from pooled separate accounts	2015-06-30	$42,190
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	$583,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$603,078
Contract administrator fees	2015-06-30	$3,050
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	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MCGLADREY LLP
Accountancy firm EIN	2015-06-30	420714325
2014 : GEORGETOWN PREPARATORY 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$3,334,069
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$1,045,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,042,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,214,317
Value of total assets at end of year	2014-06-30	$14,938,199
Value of total assets at beginning of year	2014-06-30	$12,649,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$2,950
Total interest from all sources	2014-06-30	$125,036
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	$3,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$641,622
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$8,142
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	$2,288,481
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$14,938,199
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$12,649,718
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	$10,955,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$8,918,686
Value of interest in pooled separate accounts at end of year	2014-06-30	$348,171
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$335,692
Interest earned on other investments	2014-06-30	$125,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$3,634,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$3,395,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$1,957,867
Net investment gain/loss from pooled separate accounts	2014-06-30	$36,849
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
Contributions received in cash from employer	2014-06-30	$564,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,042,638
Contract administrator fees	2014-06-30	$2,950
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MCGLADREY LLP
Accountancy firm EIN	2014-06-30	420714325
2013 : GEORGETOWN PREPARATORY 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	$2,412,715
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$201,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$184,658
Value of total corrective distributions	2013-06-30	$14,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,067,965
Value of total assets at end of year	2013-06-30	$12,649,718
Value of total assets at beginning of year	2013-06-30	$10,438,619
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$2,675
Total interest from all sources	2013-06-30	$109,341
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
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	$539,244
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	$2,211,099
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$12,649,718
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$10,438,619
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	$8,918,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$7,307,978
Value of interest in pooled separate accounts at end of year	2013-06-30	$335,692
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$284,084
Interest earned on other investments	2013-06-30	$109,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$3,395,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$2,846,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$1,209,784
Net investment gain/loss from pooled separate accounts	2013-06-30	$25,625
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	No
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	$528,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$184,658
Contract administrator fees	2013-06-30	$2,675
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	MCGLADREY LLP
Accountancy firm EIN	2013-06-30	420714325
2012 : GEORGETOWN PREPARATORY 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	$1,245,326
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$198,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$196,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,075,020
Value of total assets at end of year	2012-06-30	$10,438,619
Value of total assets at beginning of year	2012-06-30	$9,392,157
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$2,620
Total interest from all sources	2012-06-30	$95,496
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	$3,000,000
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	$536,231
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$13,653
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	$1,046,462
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$10,438,619
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$9,392,157
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	$7,307,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$6,648,116
Value of interest in pooled separate accounts at end of year	2012-06-30	$284,084
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$228,508
Interest earned on other investments	2012-06-30	$95,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$2,846,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$2,515,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$47,818
Net investment gain/loss from pooled separate accounts	2012-06-30	$26,992
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	No
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	$525,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$196,244
Contract administrator fees	2012-06-30	$2,620
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	MCGLADREY LLP
Accountancy firm EIN	2012-06-30	420714325
2011 : GEORGETOWN PREPARATORY 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	$2,156,843
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$606,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$603,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$478,705
Value of total assets at end of year	2011-06-30	$9,392,157
Value of total assets at beginning of year	2011-06-30	$7,841,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$2,840
Total interest from all sources	2011-06-30	$47,565
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	$500,000
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	$466,104
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$12,601
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	$1,550,293
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$9,392,157
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$7,841,864
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	$6,648,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$5,404,415
Value of interest in pooled separate accounts at end of year	2011-06-30	$228,508
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$147,902
Interest earned on other investments	2011-06-30	$47,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$2,515,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$2,289,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$1,597,018
Net investment gain/loss from pooled separate accounts	2011-06-30	$33,555
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	No
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	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$603,710
Contract administrator fees	2011-06-30	$2,840
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	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MCGLADREY & PULLEN, LLP
Accountancy firm EIN	2011-06-30	420714325
2010 : GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN

2016: GEORGETOWN PREPARATORY 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 funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: GEORGETOWN PREPARATORY 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 funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: GEORGETOWN PREPARATORY 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 funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: GEORGETOWN PREPARATORY 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 funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: GEORGETOWN PREPARATORY 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 funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: GEORGETOWN PREPARATORY 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 funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: GEORGETOWN PREPARATORY SCHOOL 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21118

Policy instance

Insurance contract or identification number	CR21118
Number of Individuals Covered	147
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $37,467
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $37,467
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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

Policy contract number

346434

Policy instance

Insurance contract or identification number	346434
Number of Individuals Covered	135
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21118

Policy instance

Insurance contract or identification number	CR21118
Number of Individuals Covered	145
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $33,083
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $33,083
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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

Policy contract number

346434

Policy instance

Insurance contract or identification number	346434
Number of Individuals Covered	131
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21118

Policy instance

Insurance contract or identification number	CR21118
Number of Individuals Covered	138
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $36,506
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $36,506
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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

Policy contract number

346434

Policy instance

Insurance contract or identification number	346434
Number of Individuals Covered	126
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21118

Policy instance

Insurance contract or identification number	CR21118
Number of Individuals Covered	137
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $30,246
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $30,246
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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

Policy contract number

346434

Policy instance

Insurance contract or identification number	346434
Number of Individuals Covered	123
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21118

Policy instance

Insurance contract or identification number	CR21118
Number of Individuals Covered	125
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $22,081
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

346434

Policy instance

Insurance contract or identification number	346434
Number of Individuals Covered	118
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21118

Policy instance

Insurance contract or identification number	CR21118
Number of Individuals Covered	123
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $15,471
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

346434

Policy instance

Insurance contract or identification number	346434
Number of Individuals Covered	103
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	GEORGETOWN PREPARATORY SCHOOL
Employer identification number (EIN):	520591606
NAIC Classification:	611000