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ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 401k Plan overview

Plan NameST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN
Plan identification number 001

ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN Benefits

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

401k Sponsoring company profile

ST. MARY'S DOMINICAN HIGH SCHOOL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:ST. MARY'S DOMINICAN HIGH SCHOOL CORPORATION
Employer identification number (EIN):720535376
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01CATHERINE THOMSON2024-01-08
0012021-07-01CATHERINE THOMSON2022-12-28
0012020-07-01CATHERINE THOMSON2022-01-17
0012019-07-01CYNTHIA A. THOMAS2020-12-21
0012018-07-01
0012017-07-01CYNTHIA THOMAS CYNTHIA THOMAS2019-01-31
0012016-07-01CYNTHIA THOMAS CYNTHIA THOMAS2018-01-23
0012015-07-01CYNTHIA A. THOMAS CYNTHIA A. THOMAS2017-01-20
0012014-07-01CYNTHIA THOMAS CYNTHIA THOMAS2016-01-29
0012013-07-01CYNTHIA THOMAS CYNTHIA THOMAS2015-01-29
0012012-07-01CYNTHIA THOMAS CYNTHIA THOMAS2014-03-13
0012011-07-01CYNTHIA THOMAS CYNTHIA THOMAS2013-02-18
0012009-07-01CYNTHIA THOMAS CYNTHIA THOMAS2011-04-11

Plan Statistics for ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN

401k plan membership statisitcs for ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN

Measure Date Value
2022: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01159
Total number of active participants reported on line 7a of the Form 55002022-07-01111
Number of retired or separated participants receiving benefits2022-07-011
Number of other retired or separated participants entitled to future benefits2022-07-0149
Total of all active and inactive participants2022-07-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-011
Total participants2022-07-01162
Number of participants with account balances2022-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0111
2021: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01156
Total number of active participants reported on line 7a of the Form 55002021-07-01120
Number of retired or separated participants receiving benefits2021-07-011
Number of other retired or separated participants entitled to future benefits2021-07-0138
Total of all active and inactive participants2021-07-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01159
Number of participants with account balances2021-07-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-013
2020: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01189
Total number of active participants reported on line 7a of the Form 55002020-07-01119
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0137
Total of all active and inactive participants2020-07-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01156
Number of participants with account balances2020-07-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-014
2019: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01194
Total number of active participants reported on line 7a of the Form 55002019-07-01122
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0167
Total of all active and inactive participants2019-07-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01189
Number of participants with account balances2019-07-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-015
2018: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01195
Total number of active participants reported on line 7a of the Form 55002018-07-01131
Number of other retired or separated participants entitled to future benefits2018-07-0163
Total of all active and inactive participants2018-07-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01194
Number of participants with account balances2018-07-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-012
2017: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01189
Total number of active participants reported on line 7a of the Form 55002017-07-01124
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0162
Total of all active and inactive participants2017-07-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01186
Number of participants with account balances2017-07-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-017
2016: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01190
Total number of active participants reported on line 7a of the Form 55002016-07-01116
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0158
Total of all active and inactive participants2016-07-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01174
Number of participants with account balances2016-07-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-014
2015: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01189
Total number of active participants reported on line 7a of the Form 55002015-07-01121
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0162
Total of all active and inactive participants2015-07-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01184
Number of participants with account balances2015-07-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01199
Total number of active participants reported on line 7a of the Form 55002014-07-01118
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0167
Total of all active and inactive participants2014-07-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01185
Number of participants with account balances2014-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-014
2013: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01196
Total number of active participants reported on line 7a of the Form 55002013-07-01111
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0175
Total of all active and inactive participants2013-07-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01186
Number of participants with account balances2013-07-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-017
2012: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01182
Total number of active participants reported on line 7a of the Form 55002012-07-01109
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0170
Total of all active and inactive participants2012-07-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01179
Number of participants with account balances2012-07-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-012
2011: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01188
Total number of active participants reported on line 7a of the Form 55002011-07-01111
Number of retired or separated participants receiving benefits2011-07-013
Number of other retired or separated participants entitled to future benefits2011-07-0163
Total of all active and inactive participants2011-07-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01178
Number of participants with account balances2011-07-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2009: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01189
Total number of active participants reported on line 7a of the Form 55002009-07-01119
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-0166
Total of all active and inactive participants2009-07-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01186
Number of participants with account balances2009-07-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-018

Financial Data on ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN

Measure Date Value
2023 : ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$2,041,487
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$754,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$752,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$815,895
Value of total assets at end of year2023-06-30$13,667,811
Value of total assets at beginning of year2023-06-30$12,380,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$2,035
Total interest from all sources2023-06-30$31,707
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$474,352
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$20,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$1,287,322
Value of net assets at end of year (total assets less liabilities)2023-06-30$13,667,811
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$12,380,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in pooled separate accounts at end of year2023-06-30$11,987,027
Value of interest in pooled separate accounts at beginning of year2023-06-30$10,549,585
Interest earned on other investments2023-06-30$31,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$1,680,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$1,536,074
Net investment gain/loss from pooled separate accounts2023-06-30$1,193,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$321,278
Employer contributions (assets) at end of year2023-06-30$0
Employer contributions (assets) at beginning of year2023-06-30$294,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$752,130
Contract administrator fees2023-06-30$2,035
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BOURGEOIS BENNETT, LLC
Accountancy firm EIN2023-06-30720136870
2022 : ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-996,540
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$231,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$229,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$725,105
Value of total assets at end of year2022-06-30$12,380,489
Value of total assets at beginning of year2022-06-30$13,608,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$2,588
Total interest from all sources2022-06-30$27,060
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$430,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,228,394
Value of net assets at end of year (total assets less liabilities)2022-06-30$12,380,489
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$13,608,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$10,549,585
Value of interest in pooled separate accounts at beginning of year2022-06-30$11,826,144
Interest earned on other investments2022-06-30$27,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,536,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,515,449
Net investment gain/loss from pooled separate accounts2022-06-30$-1,748,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$294,830
Employer contributions (assets) at end of year2022-06-30$294,830
Employer contributions (assets) at beginning of year2022-06-30$267,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$229,266
Contract administrator fees2022-06-30$2,588
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BOURGEOIS BENNETT, LLC
Accountancy firm EIN2022-06-30720136870
2021 : ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$3,229,596
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$362,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$357,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$800,401
Value of total assets at end of year2021-06-30$13,608,883
Value of total assets at beginning of year2021-06-30$10,741,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$4,758
Total interest from all sources2021-06-30$23,980
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$421,309
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$111,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,867,313
Value of net assets at end of year (total assets less liabilities)2021-06-30$13,608,883
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$10,741,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$11,826,144
Value of interest in pooled separate accounts at beginning of year2021-06-30$9,233,492
Interest earned on other investments2021-06-30$23,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,515,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,235,073
Net investment gain/loss from pooled separate accounts2021-06-30$2,405,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$267,290
Employer contributions (assets) at end of year2021-06-30$267,290
Employer contributions (assets) at beginning of year2021-06-30$273,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$357,525
Contract administrator fees2021-06-30$4,758
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BOURGEOIS BENNETT, LLC
Accountancy firm EIN2021-06-30720136870
2020 : ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$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$1,002,226
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$321,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$321,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$637,918
Value of total assets at end of year2020-06-30$10,741,570
Value of total assets at beginning of year2020-06-30$10,061,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$700
Total interest from all sources2020-06-30$8,230
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 year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-06-30$0
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$354,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$680,332
Value of net assets at end of year (total assets less liabilities)2020-06-30$10,741,570
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$10,061,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$9,040,515
Value of interest in pooled separate accounts at end of year2020-06-30$9,233,492
Interest earned on other investments2020-06-30$8,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$744,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$744,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,235,073
Net investment gain/loss from pooled separate accounts2020-06-30$356,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$283,178
Employer contributions (assets) at end of year2020-06-30$273,005
Employer contributions (assets) at beginning of year2020-06-30$276,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$321,194
Contract administrator fees2020-06-30$700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30Yes
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BOURGEOIS BENNETT, LLC
Accountancy firm EIN2020-06-30720136870
2019 : ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$1,267,116
Total of all expenses incurred2019-06-30$315,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$315,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$558,435
Value of total assets at end of year2019-06-30$10,061,238
Value of total assets at beginning of year2019-06-30$9,109,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$400
Total interest from all sources2019-06-30$1,369
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$475,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$280,542
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$2,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$951,271
Value of net assets at end of year (total assets less liabilities)2019-06-30$10,061,238
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,109,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$9,040,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$8,118,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$744,700
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$729,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$729,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$1,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$232,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$275,845
Employer contributions (assets) at end of year2019-06-30$276,023
Employer contributions (assets) at beginning of year2019-06-30$262,229
Income. Dividends from common stock2019-06-30$475,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$315,445
Contract administrator fees2019-06-30$400
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BOURGEOIS BENNETT, LLC
Accountancy firm EIN2019-06-30720136870
2018 : ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$1,034,159
Total of all expenses incurred2018-06-30$68,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$64,521
Value of total corrective distributions2018-06-30$4,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$544,166
Value of total assets at end of year2018-06-30$9,109,967
Value of total assets at beginning of year2018-06-30$8,144,633
Total interest from all sources2018-06-30$5,107
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$418,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$281,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$965,334
Value of net assets at end of year (total assets less liabilities)2018-06-30$9,109,967
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,144,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$8,118,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$7,212,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$729,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$676,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$676,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$5,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$66,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$262,229
Employer contributions (assets) at end of year2018-06-30$262,229
Employer contributions (assets) at beginning of year2018-06-30$255,755
Income. Dividends from common stock2018-06-30$418,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$64,521
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BOURGEOIS BENNETT, LLC
Accountancy firm EIN2018-06-30720136870
2017 : ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$1,364,573
Total of all expenses incurred2017-06-30$363,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$363,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$549,852
Value of total assets at end of year2017-06-30$8,144,633
Value of total assets at beginning of year2017-06-30$7,143,447
Total interest from all sources2017-06-30$392
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$206,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$274,440
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$19,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,001,186
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,144,633
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,143,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$7,212,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$6,379,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$676,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$515,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$515,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$607,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$255,755
Employer contributions (assets) at end of year2017-06-30$255,755
Employer contributions (assets) at beginning of year2017-06-30$249,147
Income. Dividends from common stock2017-06-30$206,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$363,387
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BOURGEOIS BENNETT, LLC
Accountancy firm EIN2017-06-30720136870
2016 : ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$621,013
Total of all expenses incurred2016-06-30$291,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$291,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$537,268
Value of total assets at end of year2016-06-30$7,143,447
Value of total assets at beginning of year2016-06-30$6,814,387
Total interest from all sources2016-06-30$51
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$401,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$263,399
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$24,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$329,060
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,143,447
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$6,814,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$6,379,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$6,089,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$515,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$499,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$499,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-317,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$249,147
Employer contributions (assets) at end of year2016-06-30$249,147
Employer contributions (assets) at beginning of year2016-06-30$225,325
Income. Dividends from common stock2016-06-30$401,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$291,953
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BOURGEOIS BENNETT, LLC
Accountancy firm EIN2016-06-30720136870
2015 : ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$752,666
Total of all expenses incurred2015-06-30$674,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$674,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$482,876
Value of total assets at end of year2015-06-30$6,814,387
Value of total assets at beginning of year2015-06-30$6,735,769
Total interest from all sources2015-06-30$54
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$324,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$235,896
Participant contributions at beginning of year2015-06-30$10
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$21,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$78,618
Value of net assets at end of year (total assets less liabilities)2015-06-30$6,814,387
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$6,735,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$6,089,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$6,045,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$499,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$480,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$480,822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$54
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-54,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$225,325
Employer contributions (assets) at end of year2015-06-30$225,325
Employer contributions (assets) at beginning of year2015-06-30$209,109
Income. Dividends from common stock2015-06-30$324,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$674,048
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BOURGEOIS BENNETT, LLC
Accountancy firm EIN2015-06-30720136870
2014 : ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$1,305,075
Total of all expenses incurred2014-06-30$705,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$705,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$411,741
Value of total assets at end of year2014-06-30$6,735,769
Value of total assets at beginning of year2014-06-30$6,136,285
Total interest from all sources2014-06-30$70
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$260,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$195,401
Participant contributions at end of year2014-06-30$10
Participant contributions at beginning of year2014-06-30$9,074
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$599,484
Value of net assets at end of year (total assets less liabilities)2014-06-30$6,735,769
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$6,136,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$6,045,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$5,257,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$480,822
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$650,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$650,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$70
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$632,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$216,340
Employer contributions (assets) at end of year2014-06-30$209,109
Employer contributions (assets) at beginning of year2014-06-30$218,401
Income. Dividends from common stock2014-06-30$260,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$705,591
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BOURGEOIS BENNETT, LLC
Accountancy firm EIN2014-06-30720136870
2013 : ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$1,046,508
Total of all expenses incurred2013-06-30$110,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$110,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$405,815
Value of total assets at end of year2013-06-30$6,136,285
Value of total assets at beginning of year2013-06-30$5,200,230
Total interest from all sources2013-06-30$42
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$138,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$187,414
Participant contributions at end of year2013-06-30$9,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$936,055
Value of net assets at end of year (total assets less liabilities)2013-06-30$6,136,285
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,200,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$5,257,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,474,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$650,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$513,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$513,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$42
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$502,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$218,401
Employer contributions (assets) at end of year2013-06-30$218,401
Employer contributions (assets) at beginning of year2013-06-30$211,603
Income. Dividends from common stock2013-06-30$138,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$110,453
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BOURGEOIS BENNETT, LLC
Accountancy firm EIN2013-06-30720136870
2012 : ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2012 401k financial data
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$442,603
Total of all expenses incurred2012-06-30$275,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$275,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$408,290
Value of total assets at end of year2012-06-30$5,200,230
Value of total assets at beginning of year2012-06-30$5,033,453
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$100,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$194,821
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$166,777
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,200,230
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,033,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$4,474,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$4,320,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$513,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$515,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$515,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-66,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$213,469
Employer contributions (assets) at end of year2012-06-30$211,603
Employer contributions (assets) at beginning of year2012-06-30$197,508
Income. Dividends from common stock2012-06-30$100,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$275,826
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BOURGEOIS BENNETT, LLC
Accountancy firm EIN2012-06-30720136870
2011 : ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$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$1,099,582
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$376,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$376,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$378,720
Value of total assets at end of year2011-06-30$5,033,453
Value of total assets at beginning of year2011-06-30$4,310,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$79,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$450,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$181,212
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$723,421
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,033,453
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,310,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$4,320,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,730,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$515,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$376,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$376,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$641,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$197,508
Employer contributions (assets) at end of year2011-06-30$197,508
Employer contributions (assets) at beginning of year2011-06-30$202,899
Income. Dividends from common stock2011-06-30$79,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$376,161
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30BOURGEOIS BENNETT, LLC
Accountancy firm EIN2011-06-30720136870

Form 5500 Responses for ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN

2022: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: ST. MARY'S DOMINICAN HIGH SCHOOL LAY EMPLOYEE PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813813
Policy instance 1
Insurance contract or identification number813813
Number of Individuals Covered162
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $31,425
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $31,425
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813813
Policy instance 1
Insurance contract or identification number813813
Number of Individuals Covered159
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $33,546
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $33,546
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813813
Policy instance 1
Insurance contract or identification number813813
Number of Individuals Covered156
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $30,112
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $30,112
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813813
Policy instance 1
Insurance contract or identification number813813
Number of Individuals Covered189
Insurance policy start date2020-02-10
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $9,337
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $9,337
Insurance broker organization code?3

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