401k Plan data: THE NEST SCHOOLS, INC. HEALTH & WELFARE PLAN plan

THE NEST SCHOOLS, INC. HEALTH & WELFARE PLAN 401k Plan overview

Plan Name	THE NEST SCHOOLS, INC. HEALTH & WELFARE PLAN
Plan identification number	501

THE NEST SCHOOLS, INC. HEALTH & WELFARE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

THE NEST SCHOOLS, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE NEST SCHOOLS, INC.

Employer identification number (EIN): 854020677

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NEST SCHOOLS, INC. HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-06-01
501 2021-06-01 GERRY PASTOR 2022-09-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2022-06-01
501	2021-06-01	GERRY PASTOR	2022-09-12

Plan Statistics for THE NEST SCHOOLS, INC. HEALTH & WELFARE PLAN

401k plan membership statisitcs for THE NEST SCHOOLS, INC. HEALTH & WELFARE PLAN

Measure Date Value
2022: THE NEST SCHOOLS, INC. HEALTH & WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-06-01 497
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 596
Number of retired or separated participants receiving benefits 2022-06-01 1
Number of other retired or separated participants entitled to future benefits 2022-06-01 0
Total of all active and inactive participants 2022-06-01 597
2021: THE NEST SCHOOLS, INC. HEALTH & WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-06-01 313
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 497
Number of retired or separated participants receiving benefits 2021-06-01 0
Number of other retired or separated participants entitled to future benefits 2021-06-01 0
Total of all active and inactive participants 2021-06-01 497
Number of employers contributing to the scheme 2021-06-01 0

Measure	Date	Value
2022: THE NEST SCHOOLS, INC. HEALTH & WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-06-01	497
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	596
Number of retired or separated participants receiving benefits	2022-06-01	1
Number of other retired or separated participants entitled to future benefits	2022-06-01	0
Total of all active and inactive participants	2022-06-01	597
2021: THE NEST SCHOOLS, INC. HEALTH & WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-06-01	313
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	497
Number of retired or separated participants receiving benefits	2021-06-01	0
Number of other retired or separated participants entitled to future benefits	2021-06-01	0
Total of all active and inactive participants	2021-06-01	497
Number of employers contributing to the scheme	2021-06-01	0

Form 5500 Responses for THE NEST SCHOOLS, INC. HEALTH & WELFARE PLAN

2022: THE NEST SCHOOLS, INC. HEALTH & WELFARE PLAN 2022 form 5500 responses
2022-06-01	Type of plan entity	Single employer plan
2022-06-01	Submission has been amended	No
2022-06-01	This submission is the final filing	No
2022-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-06-01	Plan is a collectively bargained plan	No
2022-06-01	Plan funding arrangement – Insurance	Yes
2022-06-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-06-01	Plan benefit arrangement – Insurance	Yes
2022-06-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: THE NEST SCHOOLS, INC. HEALTH & WELFARE PLAN 2021 form 5500 responses
2021-06-01	Type of plan entity	Single employer plan
2021-06-01	First time form 5500 has been submitted	Yes
2021-06-01	Plan funding arrangement – Insurance	Yes
2021-06-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-06-01	Plan benefit arrangement – Insurance	Yes
2021-06-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

946313

Policy instance

Insurance contract or identification number	946313
Number of Individuals Covered	596
Insurance policy start date	2022-06-01
Insurance policy end date	2023-05-31
Total amount of commissions paid to insurance broker	USD $33,386
Total amount of fees paid to insurance company	USD $9,185
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	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $209,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,836
Insurance broker organization code?	3
Amount paid for insurance broker fees	4550
Additional information about fees paid to insurance broker	OVERRIDE

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

946313

Policy instance

Insurance contract or identification number	946313
Number of Individuals Covered	490
Insurance policy start date	2021-06-01
Insurance policy end date	2022-05-31
Total amount of commissions paid to insurance broker	USD $21,854
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $140,587
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,792
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

Potentially related plans

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Company Name:	THE NEST SCHOOLS, INC.
Employer identification number (EIN):	854020677
NAIC Classification:	611000