401k Plan data: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN plan

EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 401k Plan overview

Plan Name	EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN
Plan identification number	001

EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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

EXPERIENCE WORKS, INC. has sponsored the creation of one or more 401k plans.

Company Name: EXPERIENCE WORKS, INC.

Employer identification number (EIN): 520817955

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about EXPERIENCE WORKS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1993-08-20

Company Identification Number: 0009671307

Legal Registered Office Address: 900 AUSTIN AVE STE 303

WACO
United States of America (USA)
76701

More information about EXPERIENCE WORKS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-07-01 SALLY BOOFER 2021-05-19 CRISTAL KURTZ 2021-05-19
001 2019-07-01 SALLY BOOFER 2021-01-28 CRISTAL KURTZ 2021-01-28
001 2018-07-01 SALLY BOOFER 2020-07-01 CRISTAL KURTZ 2020-07-01
001 2017-07-01
001 2016-07-01 SALLY BOOFER
001 2015-07-01 SALLY BOOFER
001 2014-07-01 SALLY BOOFER
001 2013-07-01 SALLY BOOFER
001 2012-07-01 SARAH BIGGERS
001 2011-07-01 SARAH BIGGERS, EXECUTIVE DIRECTOR
001 2010-07-01 SHANE L BATEMAN
001 2009-07-01 SALLY EVANS, EXECUTIVE DIR., ADMIN.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-07-01	SALLY BOOFER	2021-05-19	CRISTAL KURTZ	2021-05-19
001	2019-07-01	SALLY BOOFER	2021-01-28	CRISTAL KURTZ	2021-01-28
001	2018-07-01	SALLY BOOFER	2020-07-01	CRISTAL KURTZ	2020-07-01
001	2017-07-01
001	2016-07-01	SALLY BOOFER
001	2015-07-01	SALLY BOOFER
001	2014-07-01	SALLY BOOFER
001	2013-07-01	SALLY BOOFER
001	2012-07-01	SARAH BIGGERS
001	2011-07-01	SARAH BIGGERS, EXECUTIVE DIRECTOR
001	2010-07-01	SHANE L BATEMAN
001	2009-07-01	SALLY EVANS, EXECUTIVE DIR., ADMIN.

Plan Statistics for EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN

401k plan membership statisitcs for EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2020: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 534
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 0
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 0
Total of all active and inactive participants 2020-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 0
Number of participants with account balances 2020-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 564
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 83
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 448
Total of all active and inactive participants 2019-07-01 531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 11
Total participants 2019-07-01 542
Number of participants with account balances 2019-07-01 534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 587
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 90
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 465
Total of all active and inactive participants 2018-07-01 555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 9
Total participants 2018-07-01 564
Number of participants with account balances 2018-07-01 558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 578
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 88
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 491
Total of all active and inactive participants 2017-07-01 579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 8
Total participants 2017-07-01 587
Number of participants with account balances 2017-07-01 583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 664
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 85
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 485
Total of all active and inactive participants 2016-07-01 570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 8
Total participants 2016-07-01 578
Number of participants with account balances 2016-07-01 575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 669
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 227
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 426
Total of all active and inactive participants 2015-07-01 653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 11
Total participants 2015-07-01 664
Number of participants with account balances 2015-07-01 661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 641
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 297
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 361
Total of all active and inactive participants 2014-07-01 658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 7
Total participants 2014-07-01 665
Number of participants with account balances 2014-07-01 665
2013: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 718
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 306
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 384
Total of all active and inactive participants 2013-07-01 690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 9
Total participants 2013-07-01 699
Number of participants with account balances 2013-07-01 641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 765
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 314
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 395
Total of all active and inactive participants 2012-07-01 709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 9
Total participants 2012-07-01 718
Number of participants with account balances 2012-07-01 657
2011: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 880
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 338
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 425
Total of all active and inactive participants 2011-07-01 763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 2
Total participants 2011-07-01 765
Number of participants with account balances 2011-07-01 701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 857
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 620
Number of other retired or separated participants entitled to future benefits 2010-07-01 259
Total of all active and inactive participants 2010-07-01 879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 2
Total participants 2010-07-01 881
Number of participants with account balances 2010-07-01 782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 704
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 351
Number of other retired or separated participants entitled to future benefits 2009-07-01 406
Total of all active and inactive participants 2009-07-01 757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 757
Number of participants with account balances 2009-07-01 757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2020: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	534
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	0
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	0
Total of all active and inactive participants	2020-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	0
Number of participants with account balances	2020-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	564
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	83
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	448
Total of all active and inactive participants	2019-07-01	531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	11
Total participants	2019-07-01	542
Number of participants with account balances	2019-07-01	534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	587
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	90
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	465
Total of all active and inactive participants	2018-07-01	555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	9
Total participants	2018-07-01	564
Number of participants with account balances	2018-07-01	558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	578
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	88
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	491
Total of all active and inactive participants	2017-07-01	579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	8
Total participants	2017-07-01	587
Number of participants with account balances	2017-07-01	583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	664
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	85
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	485
Total of all active and inactive participants	2016-07-01	570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	8
Total participants	2016-07-01	578
Number of participants with account balances	2016-07-01	575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	669
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	227
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	426
Total of all active and inactive participants	2015-07-01	653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	11
Total participants	2015-07-01	664
Number of participants with account balances	2015-07-01	661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	641
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	297
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	361
Total of all active and inactive participants	2014-07-01	658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	7
Total participants	2014-07-01	665
Number of participants with account balances	2014-07-01	665
2013: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	718
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	306
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	384
Total of all active and inactive participants	2013-07-01	690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	9
Total participants	2013-07-01	699
Number of participants with account balances	2013-07-01	641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	765
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	314
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	395
Total of all active and inactive participants	2012-07-01	709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	9
Total participants	2012-07-01	718
Number of participants with account balances	2012-07-01	657
2011: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	880
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	338
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	425
Total of all active and inactive participants	2011-07-01	763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	2
Total participants	2011-07-01	765
Number of participants with account balances	2011-07-01	701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	857
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	620
Number of other retired or separated participants entitled to future benefits	2010-07-01	259
Total of all active and inactive participants	2010-07-01	879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	2
Total participants	2010-07-01	881
Number of participants with account balances	2010-07-01	782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	704
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	351
Number of other retired or separated participants entitled to future benefits	2009-07-01	406
Total of all active and inactive participants	2009-07-01	757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	757
Number of participants with account balances	2009-07-01	757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN

Measure	Date	Value
2021 : EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-01-15	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-15	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-15	$0
Total income from all sources (including contributions)	2021-01-15	$1,519,960
Total loss/gain on sale of assets	2021-01-15	$0
Total of all expenses incurred	2021-01-15	$17,014,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-01-15	$17,013,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-01-15	$96,032
Value of total assets at end of year	2021-01-15	$0
Value of total assets at beginning of year	2021-01-15	$15,494,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-01-15	$75
Total interest from all sources	2021-01-15	$29,081
Total dividends received (eg from common stock, registered investment company shares)	2021-01-15	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-01-15	Yes
Was this plan covered by a fidelity bond	2021-01-15	Yes
Value of fidelity bond cover	2021-01-15	$1,000,000
If this is an individual account plan, was there a blackout period	2021-01-15	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-01-15	$0
Funding deficiency by the employer to the plan for this plan year	2021-01-15	$0
Minimum employer required contribution for this plan year	2021-01-15	$0
Amount contributed by the employer to the plan for this plan year	2021-01-15	$0
Were there any nonexempt tranactions with any party-in-interest	2021-01-15	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-01-15	No
Value of net income/loss	2021-01-15	$-15,494,048
Value of net assets at end of year (total assets less liabilities)	2021-01-15	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-01-15	$15,494,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-01-15	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-01-15	No
Were any leases to which the plan was party in default or uncollectible	2021-01-15	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-01-15	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-01-15	$8,912,844
Value of interest in pooled separate accounts at end of year	2021-01-15	$0
Value of interest in pooled separate accounts at beginning of year	2021-01-15	$742,105
Interest earned on other investments	2021-01-15	$29,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-01-15	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-01-15	$5,831,630
Expenses. Payments to insurance carriers foe the provision of benefits	2021-01-15	$496,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-01-15	$1,394,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-01-15	No
Was there a failure to transmit to the plan any participant contributions	2021-01-15	No
Has the plan failed to provide any benefit when due under the plan	2021-01-15	No
Contributions received in cash from employer	2021-01-15	$96,032
Employer contributions (assets) at end of year	2021-01-15	$0
Employer contributions (assets) at beginning of year	2021-01-15	$7,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-01-15	$16,516,976
Contract administrator fees	2021-01-15	$75
Did the plan have assets held for investment	2021-01-15	No
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	2021-01-15	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-01-15	No
Opinion of an independent qualified public accountant for this plan	2021-01-15	Disclaimer
Accountancy firm name	2021-01-15	RSM US LLP
Accountancy firm EIN	2021-01-15	420714325
2020 : EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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	$841,862
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$1,898,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,897,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$180,660
Value of total assets at end of year	2020-06-30	$15,494,048
Value of total assets at beginning of year	2020-06-30	$16,550,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$624
Total interest from all sources	2020-06-30	$238,029
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
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	$-1,056,339
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$15,494,048
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$16,550,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$8,912,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$9,480,646
Value of interest in pooled separate accounts at end of year	2020-06-30	$742,105
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$893,708
Interest earned on other investments	2020-06-30	$238,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$5,831,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$6,165,112
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$649,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$414,025
Net investment gain/loss from pooled separate accounts	2020-06-30	$9,148
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	$180,660
Employer contributions (assets) at end of year	2020-06-30	$7,469
Employer contributions (assets) at beginning of year	2020-06-30	$10,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,247,880
Contract administrator fees	2020-06-30	$624
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	RSM US LLP
Accountancy firm EIN	2020-06-30	420714325
2019 : EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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	$1,066,201
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$974,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$973,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$278,518
Value of total assets at end of year	2019-06-30	$16,550,387
Value of total assets at beginning of year	2019-06-30	$16,458,795
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$658
Total interest from all sources	2019-06-30	$262,048
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Funding deficiency by the employer to the plan for this plan year	2019-06-30	$0
Minimum employer required contribution for this plan year	2019-06-30	$223,339
Amount contributed by the employer to the plan for this plan year	2019-06-30	$223,339
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$55,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$91,592
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$16,550,387
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$16,458,795
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	$9,480,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$9,388,969
Value of interest in pooled separate accounts at end of year	2019-06-30	$893,708
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$882,122
Interest earned on other investments	2019-06-30	$262,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$6,165,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$6,179,476
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$212,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$480,644
Net investment gain/loss from pooled separate accounts	2019-06-30	$44,991
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	$223,339
Employer contributions (assets) at end of year	2019-06-30	$10,921
Employer contributions (assets) at beginning of year	2019-06-30	$8,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$761,234
Contract administrator fees	2019-06-30	$658
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	RSM US LLP
Accountancy firm EIN	2019-06-30	420714325
2018 : EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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	$1,548,184
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$1,856,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,856,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$348,741
Value of total assets at end of year	2018-06-30	$16,458,795
Value of total assets at beginning of year	2018-06-30	$16,767,129
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$443
Total interest from all sources	2018-06-30	$247,153
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
Funding deficiency by the employer to the plan for this plan year	2018-06-30	$0
Minimum employer required contribution for this plan year	2018-06-30	$228,668
Amount contributed by the employer to the plan for this plan year	2018-06-30	$228,668
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$120,073
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	$-308,334
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$16,458,795
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$16,767,129
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	$9,388,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$9,733,212
Value of interest in pooled separate accounts at end of year	2018-06-30	$882,122
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$835,653
Interest earned on other investments	2018-06-30	$247,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$6,179,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$6,188,839
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$258,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$909,436
Net investment gain/loss from pooled separate accounts	2018-06-30	$42,854
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	$228,668
Employer contributions (assets) at end of year	2018-06-30	$8,228
Employer contributions (assets) at beginning of year	2018-06-30	$9,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,597,093
Contract administrator fees	2018-06-30	$443
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	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	RSM US LLP
Accountancy firm EIN	2018-06-30	420714325
2017 : EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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	$1,986,572
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$2,691,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$2,679,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$657,766
Value of total assets at end of year	2017-06-30	$16,767,129
Value of total assets at beginning of year	2017-06-30	$17,472,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$12,621
Total interest from all sources	2017-06-30	$293,102
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
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$116,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$-705,201
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$16,767,129
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$17,472,330
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	$9,733,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$9,510,765
Value of interest in pooled separate accounts at end of year	2017-06-30	$835,653
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$819,577
Interest earned on other investments	2017-06-30	$293,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$6,188,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$7,141,988
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$515,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$1,002,885
Net investment gain/loss from pooled separate accounts	2017-06-30	$32,819
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	$540,917
Employer contributions (assets) at end of year	2017-06-30	$9,425
Employer contributions (assets) at beginning of year	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$2,163,513
Contract administrator fees	2017-06-30	$12,621
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	Yes
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 : EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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	$987,324
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$1,578,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,574,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$715,968
Value of total assets at end of year	2016-06-30	$17,472,330
Value of total assets at beginning of year	2016-06-30	$18,063,675
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$3,690
Total interest from all sources	2016-06-30	$297,438
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	$2,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Funding deficiency by the employer to the plan for this plan year	2016-06-30	$0
Minimum employer required contribution for this plan year	2016-06-30	$673,594
Amount contributed by the employer to the plan for this plan year	2016-06-30	$673,594
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$42,374
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	$-591,345
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$17,472,330
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$18,063,675
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	$9,510,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$9,946,178
Value of interest in pooled separate accounts at end of year	2016-06-30	$819,577
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$692,639
Interest earned on other investments	2016-06-30	$297,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$7,141,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$7,363,902
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$458,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-76,084
Net investment gain/loss from pooled separate accounts	2016-06-30	$50,002
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	$673,594
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$60,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,116,791
Contract administrator fees	2016-06-30	$3,690
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	RSM US LLP
Accountancy firm EIN	2016-06-30	420714325
2015 : EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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	$1,482,805
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$1,264,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,263,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$790,041
Value of total assets at end of year	2015-06-30	$18,063,675
Value of total assets at beginning of year	2015-06-30	$17,845,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$896
Total interest from all sources	2015-06-30	$299,587
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	$2,000,000
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
Funding deficiency by the employer to the plan for this plan year	2015-06-30	$0
Minimum employer required contribution for this plan year	2015-06-30	$766,487
Amount contributed by the employer to the plan for this plan year	2015-06-30	$766,487
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$23,554
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	$218,528
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$18,063,675
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$17,845,147
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	$9,946,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$10,096,539
Value of interest in pooled separate accounts at end of year	2015-06-30	$692,639
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$653,441
Interest earned on other investments	2015-06-30	$299,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$7,363,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$7,064,305
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$82,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$323,956
Net investment gain/loss from pooled separate accounts	2015-06-30	$69,221
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	$766,487
Employer contributions (assets) at end of year	2015-06-30	$60,956
Employer contributions (assets) at beginning of year	2015-06-30	$30,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,180,649
Contract administrator fees	2015-06-30	$896
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	RSM US LLP
Accountancy firm EIN	2015-06-30	420714325
2014 : EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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	$2,473,463
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$3,732,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$3,729,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$796,570
Value of total assets at end of year	2014-06-30	$17,845,147
Value of total assets at beginning of year	2014-06-30	$19,103,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$2,620
Total interest from all sources	2014-06-30	$311,729
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	$2,000,000
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
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$707,280
Amount contributed by the employer to the plan for this plan year	2014-06-30	$707,280
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$89,290
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	$-1,258,579
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$17,845,147
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$19,103,726
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	$10,096,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$10,317,597
Value of interest in pooled separate accounts at end of year	2014-06-30	$653,441
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$638,445
Interest earned on other investments	2014-06-30	$311,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$7,064,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$8,115,451
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$1,459,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$1,296,981
Net investment gain/loss from pooled separate accounts	2014-06-30	$68,183
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	$707,280
Employer contributions (assets) at end of year	2014-06-30	$30,862
Employer contributions (assets) at beginning of year	2014-06-30	$32,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$2,270,191
Contract administrator fees	2014-06-30	$2,620
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 : EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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	$2,292,063
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$2,930,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$2,925,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$942,325
Value of total assets at end of year	2013-06-30	$19,103,726
Value of total assets at beginning of year	2013-06-30	$19,741,963
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$4,545
Total interest from all sources	2013-06-30	$0
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	$2,000,000
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
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$814,181
Amount contributed by the employer to the plan for this plan year	2013-06-30	$814,181
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$128,144
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	$-638,237
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$19,103,726
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$19,741,963
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
Investment advisory and management fees	2013-06-30	$4,545
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$10,317,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$10,595,916
Value of interest in pooled separate accounts at end of year	2013-06-30	$638,445
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$588,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$8,115,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$8,491,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$1,349,738
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	$814,181
Employer contributions (assets) at end of year	2013-06-30	$32,233
Employer contributions (assets) at beginning of year	2013-06-30	$65,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$2,925,755
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	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	BDO USA, LLP
Accountancy firm EIN	2013-06-30	135381590
2012 : EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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	$1,472,490
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$2,008,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$2,005,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$935,640
Value of total assets at end of year	2012-06-30	$19,741,963
Value of total assets at beginning of year	2012-06-30	$20,278,013
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$2,906
Total interest from all sources	2012-06-30	$344,278
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	$2,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$914,031
Amount contributed by the employer to the plan for this plan year	2012-06-30	$914,031
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$21,609
Administrative expenses (other) incurred	2012-06-30	$2,906
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	$-536,050
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$19,741,963
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$20,278,013
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	$10,595,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$10,785,472
Value of interest in pooled separate accounts at end of year	2012-06-30	$588,411
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$562,121
Interest earned on other investments	2012-06-30	$344,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$8,491,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$8,856,615
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$773,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$132,249
Net investment gain/loss from pooled separate accounts	2012-06-30	$60,323
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	$914,031
Employer contributions (assets) at end of year	2012-06-30	$65,875
Employer contributions (assets) at beginning of year	2012-06-30	$73,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$1,231,794
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	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	BDO USA, LLP
Accountancy firm EIN	2012-06-30	135381590
2011 : EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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	$3,310,029
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$900,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$900,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,365,483
Value of total assets at end of year	2011-06-30	$20,278,013
Value of total assets at beginning of year	2011-06-30	$17,868,778
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$578
Total interest from all sources	2011-06-30	$336,651
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	$2,000,000
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
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$1,294,874
Amount contributed by the employer to the plan for this plan year	2011-06-30	$1,294,874
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$70,609
Administrative expenses (other) incurred	2011-06-30	$578
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	$2,409,235
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$20,278,013
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$17,868,778
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	$10,785,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$9,038,108
Value of interest in pooled separate accounts at end of year	2011-06-30	$562,121
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$464,690
Interest earned on other investments	2011-06-30	$336,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$8,856,615
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$8,339,509
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$207,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$1,518,972
Net investment gain/loss from pooled separate accounts	2011-06-30	$88,923
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	$1,294,874
Employer contributions (assets) at end of year	2011-06-30	$73,805
Employer contributions (assets) at beginning of year	2011-06-30	$26,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$692,790
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	BDO USA, LLP
Accountancy firm EIN	2011-06-30	135381590
2010 : EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$1,060,000
Amount contributed by the employer to the plan for this plan year	2010-06-30	$1,060,000

Form 5500 Responses for EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN

2020: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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	Yes
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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 funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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 funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	Yes
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: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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
2010: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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 funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: EXPERIENCE WORKS INC DEFINED CONTRIBUTION PENSION 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

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

Policy contract number

368736

Policy instance

Insurance contract or identification number	368736
Number of Individuals Covered	289
Insurance policy start date	2020-07-01
Insurance policy end date	2021-01-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

368736

Policy instance

Insurance contract or identification number	368736
Number of Individuals Covered	535
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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?	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

368736

Policy instance

Insurance contract or identification number	368736
Number of Individuals Covered	559
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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?	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

368736

Policy instance

Insurance contract or identification number	368736
Number of Individuals Covered	584
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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?	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:	EXPERIENCE WORKS, INC.
Employer identification number (EIN):	520817955
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1993-08-20
Company Identification Number:	0009671307
Legal Registered Office Address:	900 AUSTIN AVE STE 303 WACO United States of America (USA) 76701