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THE BISHOP'S SCHOOL 403(B) PLAN 401k Plan overview

Plan NameTHE BISHOP'S SCHOOL 403(B) PLAN
Plan identification number 001

THE BISHOP'S SCHOOL 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE BISHOP'S SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:THE BISHOP'S SCHOOL
Employer identification number (EIN):951642362
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BISHOP'S SCHOOL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01LENORE L. FRAGA
0012012-01-01LENORE FRAGA
0012011-09-01LENORE FRAGA
0012010-09-01LENORE FRAGA
0012009-09-01LENORE FRAGA

Plan Statistics for THE BISHOP'S SCHOOL 403(B) PLAN

401k plan membership statisitcs for THE BISHOP'S SCHOOL 403(B) PLAN

Measure Date Value
2022: THE BISHOP'S SCHOOL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01539
Total number of active participants reported on line 7a of the Form 55002022-01-01373
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01199
Total of all active and inactive participants2022-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-01580
Number of participants with account balances2022-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE BISHOP'S SCHOOL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01507
Total number of active participants reported on line 7a of the Form 55002021-01-01340
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01192
Total of all active and inactive participants2021-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01539
Number of participants with account balances2021-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE BISHOP'S SCHOOL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01542
Total number of active participants reported on line 7a of the Form 55002020-01-01298
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01208
Total of all active and inactive participants2020-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01507
Number of participants with account balances2020-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE BISHOP'S SCHOOL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01563
Total number of active participants reported on line 7a of the Form 55002019-01-01312
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01230
Total of all active and inactive participants2019-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01542
Number of participants with account balances2019-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE BISHOP'S SCHOOL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01592
Total number of active participants reported on line 7a of the Form 55002018-01-01320
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01243
Total of all active and inactive participants2018-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01563
Number of participants with account balances2018-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE BISHOP'S SCHOOL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01591
Total number of active participants reported on line 7a of the Form 55002017-01-01221
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01371
Total of all active and inactive participants2017-01-01592
Total participants2017-01-01592
Number of participants with account balances2017-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE BISHOP'S SCHOOL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01581
Total number of active participants reported on line 7a of the Form 55002016-01-01216
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01375
Total of all active and inactive participants2016-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01591
Number of participants with account balances2016-01-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE BISHOP'S SCHOOL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01613
Total number of active participants reported on line 7a of the Form 55002015-01-01212
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01371
Total of all active and inactive participants2015-01-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01584
Number of participants with account balances2015-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE BISHOP'S SCHOOL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01601
Total number of active participants reported on line 7a of the Form 55002014-01-01221
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01368
Total of all active and inactive participants2014-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01589
Number of participants with account balances2014-01-01585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE BISHOP'S SCHOOL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01620
Total number of active participants reported on line 7a of the Form 55002013-01-01227
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01375
Total of all active and inactive participants2013-01-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01602
Number of participants with account balances2013-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE BISHOP'S SCHOOL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01383
Total number of active participants reported on line 7a of the Form 55002012-01-01424
Number of other retired or separated participants entitled to future benefits2012-01-01195
Total of all active and inactive participants2012-01-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01620
Number of participants with account balances2012-01-01615
2011: THE BISHOP'S SCHOOL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01387
Total number of active participants reported on line 7a of the Form 55002011-09-01176
Number of other retired or separated participants entitled to future benefits2011-09-01209
Total of all active and inactive participants2011-09-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-011
Total participants2011-09-01386
Number of participants with account balances2011-09-01373
2010: THE BISHOP'S SCHOOL 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-01387
Total number of active participants reported on line 7a of the Form 55002010-09-01183
Number of other retired or separated participants entitled to future benefits2010-09-01195
Total of all active and inactive participants2010-09-01378
Total participants2010-09-01378
Number of participants with account balances2010-09-01376
2009: THE BISHOP'S SCHOOL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01377
Total number of active participants reported on line 7a of the Form 55002009-09-01179
Number of retired or separated participants receiving benefits2009-09-0136
Number of other retired or separated participants entitled to future benefits2009-09-01156
Total of all active and inactive participants2009-09-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-011
Total participants2009-09-01372
Number of participants with account balances2009-09-01365

Financial Data on THE BISHOP'S SCHOOL 403(B) PLAN

Measure Date Value
2022 : THE BISHOP'S SCHOOL 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,872,405
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,574,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,553,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,373,906
Value of total assets at end of year2022-12-31$60,430,424
Value of total assets at beginning of year2022-12-31$67,876,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,112
Total interest from all sources2022-12-31$581,090
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$332,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$332,724
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,795,160
Participant contributions at end of year2022-12-31$7,997
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$60,773
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$33,432
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$83,282
Other income not declared elsewhere2022-12-31$42,658
Administrative expenses (other) incurred2022-12-31$320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,446,444
Value of net assets at end of year (total assets less liabilities)2022-12-31$60,430,424
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$67,876,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$42,716,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$50,459,313
Value of interest in pooled separate accounts at end of year2022-12-31$2,464,353
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,283,941
Interest on participant loans2022-12-31$249
Interest earned on other investments2022-12-31$577,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$211,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$210,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$210,453
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$14,968,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,889,729
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$940,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,392,536
Net investment gain/loss from pooled separate accounts2022-12-31$189,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,495,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,613,444
Contract administrator fees2022-12-31$19,792
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2022-12-31330783983
2021 : THE BISHOP'S SCHOOL 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$11,052,634
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,290,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,272,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,219,209
Value of total assets at end of year2021-12-31$67,876,868
Value of total assets at beginning of year2021-12-31$61,114,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,686
Total interest from all sources2021-12-31$493,914
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$502,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$502,742
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,607,387
Assets. Other investments not covered elsewhere at end of year2021-12-31$33,432
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$12,184
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$253,977
Other income not declared elsewhere2021-12-31$36,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,761,963
Value of net assets at end of year (total assets less liabilities)2021-12-31$67,876,868
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$61,114,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$320
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$50,459,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$44,167,784
Value of interest in pooled separate accounts at end of year2021-12-31$2,283,941
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,944,975
Interest on participant loans2021-12-31$687
Interest earned on other investments2021-12-31$493,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$210,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$460,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$460,228
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$30
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$14,889,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,529,734
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$29,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,456,919
Net investment gain/loss from pooled separate accounts2021-12-31$343,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,357,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,243,373
Contract administrator fees2021-12-31$17,366
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2021-12-31330783983
2020 : THE BISHOP'S SCHOOL 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,924,778
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,135,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,135,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,984,317
Value of total assets at end of year2020-12-31$61,114,905
Value of total assets at beginning of year2020-12-31$54,325,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$370
Total interest from all sources2020-12-31$534,443
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$244,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$244,652
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,548,493
Assets. Other investments not covered elsewhere at end of year2020-12-31$12,184
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$99,911
Other income not declared elsewhere2020-12-31$12,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,788,925
Value of net assets at end of year (total assets less liabilities)2020-12-31$61,114,905
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$54,325,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$44,167,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$37,890,140
Value of interest in pooled separate accounts at end of year2020-12-31$1,944,975
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,881,367
Interest earned on other investments2020-12-31$534,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$460,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$652,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$652,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,529,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,902,367
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$189,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,165,314
Net investment gain/loss from pooled separate accounts2020-12-31$-16,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,335,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,945,901
Contract administrator fees2020-12-31$370
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2020-12-31330783983
2019 : THE BISHOP'S SCHOOL 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,519,666
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,330,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,329,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,337,260
Value of total assets at end of year2019-12-31$54,325,980
Value of total assets at beginning of year2019-12-31$50,136,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,070
Total interest from all sources2019-12-31$569,190
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$184,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$184,873
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,552,491
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$450,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,189,368
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,325,980
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$50,136,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$37,890,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,611,477
Value of interest in pooled separate accounts at end of year2019-12-31$1,881,367
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,044,538
Interest earned on other investments2019-12-31$569,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$652,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$739,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$739,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,902,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,740,936
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,055,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,318,896
Net investment gain/loss from pooled separate accounts2019-12-31$109,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,333,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,273,780
Contract administrator fees2019-12-31$1,070
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2019-12-31330783983
2018 : THE BISHOP'S SCHOOL 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,570,108
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,262,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,262,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,661,367
Value of total assets at end of year2018-12-31$50,136,612
Value of total assets at beginning of year2018-12-31$50,829,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$420
Total interest from all sources2018-12-31$559,820
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$291,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$291,280
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,452,819
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$915,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-692,532
Value of net assets at end of year (total assets less liabilities)2018-12-31$50,136,612
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$50,829,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$32,611,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,018,571
Value of interest in pooled separate accounts at end of year2018-12-31$2,044,538
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,721,679
Interest earned on other investments2018-12-31$559,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$739,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$575,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$575,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,740,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,513,497
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$98,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,031,501
Net investment gain/loss from pooled separate accounts2018-12-31$89,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,292,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,163,777
Contract administrator fees2018-12-31$420
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2018-12-31330783983
2017 : THE BISHOP'S SCHOOL 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,083,366
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,937,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,937,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,014,116
Value of total assets at end of year2017-12-31$50,829,144
Value of total assets at beginning of year2017-12-31$43,683,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$456
Total interest from all sources2017-12-31$500,063
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$180,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$180,480
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,358,059
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$3,197
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$436,926
Administrative expenses (other) incurred2017-12-31$456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,145,417
Value of net assets at end of year (total assets less liabilities)2017-12-31$50,829,144
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,683,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$35,018,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,927,025
Value of interest in pooled separate accounts at end of year2017-12-31$1,721,679
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,521,673
Interest on participant loans2017-12-31$46
Interest earned on other investments2017-12-31$496,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$575,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$404,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$404,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,513,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,827,218
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$24,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,318,174
Net investment gain/loss from pooled separate accounts2017-12-31$70,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,219,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,912,582
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2017-12-31330783983
2016 : THE BISHOP'S SCHOOL 403(B) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,276,606
Total of all expenses incurred2016-12-31$3,221,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,221,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,721,925
Value of total assets at end of year2016-12-31$43,683,727
Value of total assets at beginning of year2016-12-31$41,629,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$445
Total interest from all sources2016-12-31$523,466
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$104,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$104,329
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,363,187
Participant contributions at end of year2016-12-31$3,197
Participant contributions at beginning of year2016-12-31$8,064
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$216,625
Administrative expenses (other) incurred2016-12-31$445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,054,689
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,683,727
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$41,629,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$28,927,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,127,279
Value of interest in pooled separate accounts at end of year2016-12-31$1,521,673
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,368,530
Interest on participant loans2016-12-31$229
Interest earned on other investments2016-12-31$522,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$404,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$759,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$759,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$12,827,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$12,365,612
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,151,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,853,406
Net investment gain/loss from pooled separate accounts2016-12-31$73,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,142,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,070,110
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2016-12-31330783983
2015 : THE BISHOP'S SCHOOL 403(B) PLAN 2015 401k financial data
Total transfer of assets from this plan2015-12-31$2,103
Total income from all sources (including contributions)2015-12-31$3,341,691
Total of all expenses incurred2015-12-31$1,762,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,761,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,806,234
Value of total assets at end of year2015-12-31$41,629,038
Value of total assets at beginning of year2015-12-31$40,051,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$460
Total interest from all sources2015-12-31$463,166
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$137,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$137,431
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,285,951
Participant contributions at end of year2015-12-31$8,064
Participant contributions at beginning of year2015-12-31$13,162
Participant contributions at beginning of year2015-12-31$106
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$408,596
Administrative expenses (other) incurred2015-12-31$460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,579,689
Value of net assets at end of year (total assets less liabilities)2015-12-31$41,629,038
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$40,051,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$27,127,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,213,389
Value of interest in pooled separate accounts at end of year2015-12-31$1,368,530
Value of interest in pooled separate accounts at beginning of year2015-12-31$792,228
Interest on participant loans2015-12-31$461
Interest earned on other investments2015-12-31$462,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$759,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$724,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$724,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$74
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$12,365,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,308,443
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$144,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-151,204
Net investment gain/loss from pooled separate accounts2015-12-31$86,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,111,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,616,733
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2015-12-31330783983
2014 : THE BISHOP'S SCHOOL 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$4,663,050
Total of all expenses incurred2014-12-31$1,367,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,366,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,401,706
Value of total assets at end of year2014-12-31$40,051,452
Value of total assets at beginning of year2014-12-31$36,755,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$760
Total interest from all sources2014-12-31$447,590
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$173,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$173,588
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,181,871
Participant contributions at end of year2014-12-31$13,162
Participant contributions at beginning of year2014-12-31$18,049
Participant contributions at end of year2014-12-31$106
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$159,244
Administrative expenses (other) incurred2014-12-31$495
Total non interest bearing cash at end of year2014-12-31$724,124
Total non interest bearing cash at beginning of year2014-12-31$219,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,295,833
Value of net assets at end of year (total assets less liabilities)2014-12-31$40,051,452
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,755,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$27,213,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,200,758
Value of interest in pooled separate accounts at end of year2014-12-31$792,228
Value of interest in pooled separate accounts at beginning of year2014-12-31$502,342
Interest on participant loans2014-12-31$677
Interest earned on other investments2014-12-31$446,861
Income. Interest from US Government securities2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$52
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,308,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,815,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,571,520
Net investment gain/loss from pooled separate accounts2014-12-31$68,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,060,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,366,457
Contract administrator fees2014-12-31$265
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2014-12-31330783983
2013 : THE BISHOP'S SCHOOL 403(B) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,205,275
Total of all expenses incurred2013-12-31$1,637,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,636,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,233,258
Value of total assets at end of year2013-12-31$36,755,619
Value of total assets at beginning of year2013-12-31$31,187,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$848
Total interest from all sources2013-12-31$417,640
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$157,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$157,487
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,134,923
Participant contributions at end of year2013-12-31$18,049
Participant contributions at beginning of year2013-12-31$22,732
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$89,587
Administrative expenses (other) incurred2013-12-31$617
Total non interest bearing cash at end of year2013-12-31$219,131
Total non interest bearing cash at beginning of year2013-12-31$187,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,567,938
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,755,619
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,187,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,200,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,592,338
Value of interest in pooled separate accounts at end of year2013-12-31$502,342
Value of interest in pooled separate accounts at beginning of year2013-12-31$320,759
Interest on participant loans2013-12-31$876
Interest earned on other investments2013-12-31$416,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,815,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,064,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,363,515
Net investment gain/loss from pooled separate accounts2013-12-31$33,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,008,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,636,489
Contract administrator fees2013-12-31$231
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2013-12-31330783983
2012 : THE BISHOP'S SCHOOL 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$5,167,022
Total of all expenses incurred2012-12-31$681,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$680,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,329,492
Value of total assets at end of year2012-12-31$31,187,681
Value of total assets at beginning of year2012-12-31$238,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$577
Total interest from all sources2012-12-31$378,390
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$68,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$68,524
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,079,022
Participant contributions at end of year2012-12-31$22,732
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$225,839
Administrative expenses (other) incurred2012-12-31$577
Total non interest bearing cash at end of year2012-12-31$187,069
Total non interest bearing cash at beginning of year2012-12-31$238,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,485,597
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,187,681
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$238,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,592,338
Value of interest in pooled separate accounts at end of year2012-12-31$320,759
Interest on participant loans2012-12-31$513
Interest earned on other investments2012-12-31$377,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,064,783
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$98,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,370,360
Net investment gain/loss from pooled separate accounts2012-12-31$20,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,024,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$582,785
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2012-12-31330783983
2011 : THE BISHOP'S SCHOOL 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$728,803
Total of all expenses incurred2011-12-31$199,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$199,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$596,854
Value of total assets at end of year2011-12-31$26,702,084
Value of total assets at beginning of year2011-12-31$26,172,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$155
Total interest from all sources2011-12-31$121,309
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$33,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$33,789
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$296,969
Administrative expenses (other) incurred2011-12-31$155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$529,085
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,702,084
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,172,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,114,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,768,209
Value of interest in pooled separate accounts at end of year2011-12-31$158,068
Value of interest in pooled separate accounts at beginning of year2011-12-31$150,909
Interest earned on other investments2011-12-31$121,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$238,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$232,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$232,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,190,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,021,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-26,920
Net investment gain/loss from pooled separate accounts2011-12-31$3,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$299,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$199,563
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2011-12-31330783983
Total income from all sources (including contributions)2011-08-31$4,338,822
Total of all expenses incurred2011-08-31$1,888,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$1,886,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$1,917,974
Value of total assets at end of year2011-08-31$26,172,999
Value of total assets at beginning of year2011-08-31$23,722,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$1,623
Total interest from all sources2011-08-31$353,388
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$26,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$26,029
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$965,900
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$48,267
Administrative expenses (other) incurred2011-08-31$1,623
Total non interest bearing cash at end of year2011-08-31$232,449
Total non interest bearing cash at beginning of year2011-08-31$596,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$2,450,602
Value of net assets at end of year (total assets less liabilities)2011-08-31$26,172,999
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$23,722,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$16,768,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$14,459,205
Value of interest in pooled separate accounts at end of year2011-08-31$150,909
Value of interest in pooled separate accounts at beginning of year2011-08-31$14,944
Interest earned on other investments2011-08-31$353,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-08-31$119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$9,021,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$8,652,122
Expenses. Payments to insurance carriers foe the provision of benefits2011-08-31$595,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$2,034,004
Net investment gain/loss from pooled separate accounts2011-08-31$7,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$903,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$1,290,788
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31WEST RHODE & ROBERTS
Accountancy firm EIN2011-08-31330783983

Form 5500 Responses for THE BISHOP'S SCHOOL 403(B) PLAN

2022: THE BISHOP'S SCHOOL 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE BISHOP'S SCHOOL 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE BISHOP'S SCHOOL 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE BISHOP'S SCHOOL 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE BISHOP'S SCHOOL 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE BISHOP'S SCHOOL 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: THE BISHOP'S SCHOOL 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: THE BISHOP'S SCHOOL 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: THE BISHOP'S SCHOOL 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: THE BISHOP'S SCHOOL 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: THE BISHOP'S SCHOOL 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: THE BISHOP'S SCHOOL 403(B) PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedYes
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2010: THE BISHOP'S SCHOOL 403(B) PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedYes
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2009: THE BISHOP'S SCHOOL 403(B) PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334628
Policy instance 1
Insurance contract or identification number334628
Number of Individuals Covered458
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 Administration0
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 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334628
Policy instance 1
Insurance contract or identification number334628
Number of Individuals Covered418
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 Administration0
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 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334628
Policy instance 1
Insurance contract or identification number334628
Number of Individuals Covered413
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 Administration0
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 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334628
Policy instance 1
Insurance contract or identification number334628
Number of Individuals Covered432
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 Administration0
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 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334628
Policy instance 1
Insurance contract or identification number334628
Number of Individuals Covered440
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 Administration0
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 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334628
Policy instance 1
Insurance contract or identification number334628
Number of Individuals Covered573
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 Administration0
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 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334628
Policy instance 1
Insurance contract or identification number334628
Number of Individuals Covered564
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number334628
Policy instance 1
Insurance contract or identification number334628
Number of Individuals Covered564
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number334628
Policy instance 1
Insurance contract or identification number334628
Number of Individuals Covered579
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334628
Policy instance 1
Insurance contract or identification number334628
Number of Individuals Covered590
Insurance policy start date2013-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334628
Policy instance 1
Insurance contract or identification number334628
Number of Individuals Covered345
Insurance policy start date2011-09-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334628
Policy instance 1
Insurance contract or identification number334628
Number of Individuals Covered348
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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