401k Plan data: FRANCIS PARKER SCHOOL 403(B) PLAN plan

FRANCIS PARKER SCHOOL 403(B) PLAN 401k Plan overview

Plan Name	FRANCIS PARKER SCHOOL 403(B) PLAN
Plan identification number	002

FRANCIS PARKER SCHOOL 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

401k Sponsoring company profile

FRANCIS PARKER SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: FRANCIS PARKER SCHOOL

Employer identification number (EIN): 951696720

NAIC Classification: 611000

Additional information about FRANCIS PARKER SCHOOL

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0151458

More information about FRANCIS PARKER SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANCIS PARKER SCHOOL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01
002 2021-07-01 KATHARINE WARDLE 2023-02-07
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2018-07-01
002 2017-07-01 KEVIN YALEY 2019-04-15
002 2016-07-01 DANIEL KRALL
002 2015-07-01 DAN KRALL
002 2014-07-01 MIKE RINEHART
002 2013-07-01 MIKE RINEHART
002 2012-07-01 MIKE RINEHART
002 2011-07-01 MIKE RINEHART
002 2010-07-01 MIKE RINEHART
002 2009-07-01 MIKE RINEHART
002 2009-07-01 HEATHER MEISTER

Plan Statistics for FRANCIS PARKER SCHOOL 403(B) PLAN

401k plan membership statisitcs for FRANCIS PARKER SCHOOL 403(B) PLAN

Measure Date Value
2022: FRANCIS PARKER SCHOOL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 577
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 327
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 286
Total of all active and inactive participants 2022-07-01 613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 5
Total participants 2022-07-01 618
Number of participants with account balances 2022-07-01 601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: FRANCIS PARKER SCHOOL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 548
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 341
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 230
Total of all active and inactive participants 2021-07-01 571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 6
Total participants 2021-07-01 577
Number of participants with account balances 2021-07-01 560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: FRANCIS PARKER SCHOOL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 504
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 346
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 200
Total of all active and inactive participants 2020-07-01 546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 2
Total participants 2020-07-01 548
Number of participants with account balances 2020-07-01 532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: FRANCIS PARKER SCHOOL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 412
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 319
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 183
Total of all active and inactive participants 2019-07-01 502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 2
Total participants 2019-07-01 504
Number of participants with account balances 2019-07-01 494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: FRANCIS PARKER SCHOOL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 405
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 235
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 177
Total of all active and inactive participants 2018-07-01 412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 412
Number of participants with account balances 2018-07-01 402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: FRANCIS PARKER SCHOOL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 386
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 242
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 162
Total of all active and inactive participants 2017-07-01 404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 405
Number of participants with account balances 2017-07-01 395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: FRANCIS PARKER SCHOOL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 383
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 236
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 150
Total of all active and inactive participants 2016-07-01 386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 386
Number of participants with account balances 2016-07-01 374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: FRANCIS PARKER SCHOOL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 370
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 247
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 136
Total of all active and inactive participants 2015-07-01 383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 383
Number of participants with account balances 2015-07-01 374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: FRANCIS PARKER SCHOOL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 372
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 242
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 128
Total of all active and inactive participants 2014-07-01 370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 370
Number of participants with account balances 2014-07-01 354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: FRANCIS PARKER SCHOOL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 355
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 268
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 103
Total of all active and inactive participants 2013-07-01 371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 372
Number of participants with account balances 2013-07-01 346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: FRANCIS PARKER SCHOOL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 326
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 281
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 74
Total of all active and inactive participants 2012-07-01 355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 355
Number of participants with account balances 2012-07-01 317
2011: FRANCIS PARKER SCHOOL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 316
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 288
Number of other retired or separated participants entitled to future benefits 2011-07-01 38
Total of all active and inactive participants 2011-07-01 326
Total participants 2011-07-01 326
Number of participants with account balances 2011-07-01 305
2010: FRANCIS PARKER SCHOOL 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 309
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 270
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 46
Total of all active and inactive participants 2010-07-01 316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 316
Number of participants with account balances 2010-07-01 277
2009: FRANCIS PARKER SCHOOL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 321
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 279
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 36
Total of all active and inactive participants 2009-07-01 315
Total participants 2009-07-01 315
Number of participants with account balances 2009-07-01 282

Measure	Date	Value
2022: FRANCIS PARKER SCHOOL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	577
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	327
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	286
Total of all active and inactive participants	2022-07-01	613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	5
Total participants	2022-07-01	618
Number of participants with account balances	2022-07-01	601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: FRANCIS PARKER SCHOOL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	548
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	341
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	230
Total of all active and inactive participants	2021-07-01	571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	6
Total participants	2021-07-01	577
Number of participants with account balances	2021-07-01	560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: FRANCIS PARKER SCHOOL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	504
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	346
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	200
Total of all active and inactive participants	2020-07-01	546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	2
Total participants	2020-07-01	548
Number of participants with account balances	2020-07-01	532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: FRANCIS PARKER SCHOOL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	412
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	319
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	183
Total of all active and inactive participants	2019-07-01	502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	2
Total participants	2019-07-01	504
Number of participants with account balances	2019-07-01	494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: FRANCIS PARKER SCHOOL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	405
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	235
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	177
Total of all active and inactive participants	2018-07-01	412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	412
Number of participants with account balances	2018-07-01	402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: FRANCIS PARKER SCHOOL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	386
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	242
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	162
Total of all active and inactive participants	2017-07-01	404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	405
Number of participants with account balances	2017-07-01	395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: FRANCIS PARKER SCHOOL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	383
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	236
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	150
Total of all active and inactive participants	2016-07-01	386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	386
Number of participants with account balances	2016-07-01	374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: FRANCIS PARKER SCHOOL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	370
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	247
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	136
Total of all active and inactive participants	2015-07-01	383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	383
Number of participants with account balances	2015-07-01	374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: FRANCIS PARKER SCHOOL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	372
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	242
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	128
Total of all active and inactive participants	2014-07-01	370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	370
Number of participants with account balances	2014-07-01	354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: FRANCIS PARKER SCHOOL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	355
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	268
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	103
Total of all active and inactive participants	2013-07-01	371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	372
Number of participants with account balances	2013-07-01	346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: FRANCIS PARKER SCHOOL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	326
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	281
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	74
Total of all active and inactive participants	2012-07-01	355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	355
Number of participants with account balances	2012-07-01	317
2011: FRANCIS PARKER SCHOOL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	316
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	288
Number of other retired or separated participants entitled to future benefits	2011-07-01	38
Total of all active and inactive participants	2011-07-01	326
Total participants	2011-07-01	326
Number of participants with account balances	2011-07-01	305
2010: FRANCIS PARKER SCHOOL 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	309
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	270
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	46
Total of all active and inactive participants	2010-07-01	316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	316
Number of participants with account balances	2010-07-01	277
2009: FRANCIS PARKER SCHOOL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	321
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	279
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	36
Total of all active and inactive participants	2009-07-01	315
Total participants	2009-07-01	315
Number of participants with account balances	2009-07-01	282

Financial Data on FRANCIS PARKER SCHOOL 403(B) PLAN

Measure	Date	Value
2023 : FRANCIS PARKER SCHOOL 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$8,180,186
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$1,907,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$1,809,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$3,335,244
Value of total assets at end of year	2023-06-30	$46,594,575
Value of total assets at beginning of year	2023-06-30	$40,321,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$97,257
Total interest from all sources	2023-06-30	$195,081
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$1,622,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$1,622,732
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$2,127,341
Participant contributions at end of year	2023-06-30	$146,045
Participant contributions at beginning of year	2023-06-30	$80,994
Participant contributions at end of year	2023-06-30	$122,476
Participant contributions at beginning of year	2023-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$132,696
Other income not declared elsewhere	2023-06-30	$25,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$6,273,045
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$46,594,575
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$40,321,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$40,161,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$34,340,022
Value of interest in pooled separate accounts at end of year	2023-06-30	$642,288
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$783,587
Interest on participant loans	2023-06-30	$3,367
Interest earned on other investments	2023-06-30	$191,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$5,472,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$5,109,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$3,068,750
Net investment gain/loss from pooled separate accounts	2023-06-30	$-66,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$1,075,207
Employer contributions (assets) at end of year	2023-06-30	$50,476
Employer contributions (assets) at beginning of year	2023-06-30	$7,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$1,809,884
Contract administrator fees	2023-06-30	$97,257
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Disclaimer
Accountancy firm name	2023-06-30	WEST RHODE AND ROBERTS
Accountancy firm EIN	2023-06-30	330783983
2022 : FRANCIS PARKER SCHOOL 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-2,350,548
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$2,909,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$2,807,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$3,441,698
Value of total assets at end of year	2022-06-30	$40,321,530
Value of total assets at beginning of year	2022-06-30	$45,581,651
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$101,800
Total interest from all sources	2022-06-30	$155,722
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$2,291,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$2,291,807
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$2,214,017
Participant contributions at end of year	2022-06-30	$80,994
Participant contributions at beginning of year	2022-06-30	$79,595
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$121,440
Other income not declared elsewhere	2022-06-30	$17,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-5,260,121
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$40,321,530
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$45,581,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$34,340,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$39,672,496
Value of interest in pooled separate accounts at end of year	2022-06-30	$783,587
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$666,219
Interest on participant loans	2022-06-30	$3,676
Interest earned on other investments	2022-06-30	$152,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$5,109,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$5,147,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-8,408,149
Net investment gain/loss from pooled separate accounts	2022-06-30	$150,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$1,106,241
Employer contributions (assets) at end of year	2022-06-30	$7,800
Employer contributions (assets) at beginning of year	2022-06-30	$16,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$2,807,773
Contract administrator fees	2022-06-30	$101,800
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	WEST RHODE AND ROBERTS
Accountancy firm EIN	2022-06-30	330783983
2021 : FRANCIS PARKER SCHOOL 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total transfer of assets to this plan	2021-06-30	$2,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$12,559,358
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$3,253,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$3,174,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$2,893,252
Value of total assets at end of year	2021-06-30	$45,581,651
Value of total assets at beginning of year	2021-06-30	$36,273,393
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$79,692
Total interest from all sources	2021-06-30	$158,185
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$1,253,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$1,253,279
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$1,861,074
Participant contributions at end of year	2021-06-30	$79,595
Participant contributions at beginning of year	2021-06-30	$11,104
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$39,150
Other income not declared elsewhere	2021-06-30	$23,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$9,305,563
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$45,581,651
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$36,273,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$39,672,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$30,371,271
Value of interest in pooled separate accounts at end of year	2021-06-30	$666,219
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$729,625
Interest on participant loans	2021-06-30	$1,792
Interest earned on other investments	2021-06-30	$156,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$5,147,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$5,153,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$8,188,467
Net investment gain/loss from pooled separate accounts	2021-06-30	$42,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$993,028
Employer contributions (assets) at end of year	2021-06-30	$16,307
Employer contributions (assets) at beginning of year	2021-06-30	$8,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$3,174,103
Contract administrator fees	2021-06-30	$79,692
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	WEST RHODE AND ROBERTS
Accountancy firm EIN	2021-06-30	330783983
2020 : FRANCIS PARKER SCHOOL 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$4,291,249
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$2,318,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$2,271,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$2,817,817
Value of total assets at end of year	2020-06-30	$36,273,393
Value of total assets at beginning of year	2020-06-30	$34,300,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$46,945
Total interest from all sources	2020-06-30	$152,342
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$739,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$739,724
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$1,619,335
Participant contributions at end of year	2020-06-30	$11,104
Participant contributions at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$249,768
Other income not declared elsewhere	2020-06-30	$24,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,972,449
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$36,273,393
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$34,300,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$30,371,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$28,718,108
Value of interest in pooled separate accounts at end of year	2020-06-30	$729,625
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$906,280
Interest on participant loans	2020-06-30	$43
Interest earned on other investments	2020-06-30	$152,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$5,153,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$4,661,350
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$172,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$547,592
Net investment gain/loss from pooled separate accounts	2020-06-30	$9,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$948,714
Employer contributions (assets) at end of year	2020-06-30	$8,149
Employer contributions (assets) at beginning of year	2020-06-30	$15,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$2,099,257
Contract administrator fees	2020-06-30	$46,945
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	WEST RHODE AND ROBERTS
Accountancy firm EIN	2020-06-30	330783983
2019 : FRANCIS PARKER SCHOOL 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$4,024,032
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$887,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$836,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$2,399,348
Value of total assets at end of year	2019-06-30	$34,300,944
Value of total assets at beginning of year	2019-06-30	$31,164,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$50,932
Total interest from all sources	2019-06-30	$151,282
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$881,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$881,675
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2019-06-30	$0
Minimum employer required contribution for this plan year	2019-06-30	$909,810
Amount contributed by the employer to the plan for this plan year	2019-06-30	$909,810
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$1,203,260
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$272,619
Other income not declared elsewhere	2019-06-30	$24,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$3,136,681
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$34,300,944
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$31,164,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$28,718,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$26,109,170
Value of interest in pooled separate accounts at end of year	2019-06-30	$906,280
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$937,906
Interest earned on other investments	2019-06-30	$151,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$4,661,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$4,108,287
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$81,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$519,762
Net investment gain/loss from pooled separate accounts	2019-06-30	$47,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$923,469
Employer contributions (assets) at end of year	2019-06-30	$15,206
Employer contributions (assets) at beginning of year	2019-06-30	$8,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$754,421
Contract administrator fees	2019-06-30	$50,932
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	WEST RHODE AND ROBERTS
Accountancy firm EIN	2019-06-30	330783983
2018 : FRANCIS PARKER SCHOOL 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$5,178,387
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$1,610,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,599,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$2,621,533
Value of total assets at end of year	2018-06-30	$31,164,263
Value of total assets at beginning of year	2018-06-30	$27,596,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$11,308
Total interest from all sources	2018-06-30	$136,677
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$393,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$393,023
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2018-06-30	$0
Minimum employer required contribution for this plan year	2018-06-30	$917,269
Amount contributed by the employer to the plan for this plan year	2018-06-30	$917,269
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$1,094,071
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$610,193
Other income not declared elsewhere	2018-06-30	$30,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$3,567,791
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$31,164,263
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$27,596,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$26,109,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$22,687,144
Value of interest in pooled separate accounts at end of year	2018-06-30	$937,906
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$1,031,823
Interest earned on other investments	2018-06-30	$136,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$4,108,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$3,859,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$1,951,357
Net investment gain/loss from pooled separate accounts	2018-06-30	$45,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$917,269
Employer contributions (assets) at end of year	2018-06-30	$8,900
Employer contributions (assets) at beginning of year	2018-06-30	$18,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,599,288
Contract administrator fees	2018-06-30	$11,308
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	WEST RHODE AND ROBERTS
Accountancy firm EIN	2018-06-30	330783983
2017 : FRANCIS PARKER SCHOOL 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$5,105,804
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$2,646,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$2,644,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$2,171,072
Value of total assets at end of year	2017-06-30	$27,596,472
Value of total assets at beginning of year	2017-06-30	$25,136,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$1,897
Total interest from all sources	2017-06-30	$141,102
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$219,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$219,375
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$1,040,604
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$229,288
Other income not declared elsewhere	2017-06-30	$31,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$2,459,586
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$27,596,472
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$25,136,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$22,687,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$19,894,407
Value of interest in pooled separate accounts at end of year	2017-06-30	$1,031,823
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$1,276,841
Interest earned on other investments	2017-06-30	$141,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$3,859,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$3,947,515
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$106,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$2,503,083
Net investment gain/loss from pooled separate accounts	2017-06-30	$40,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$901,180
Employer contributions (assets) at end of year	2017-06-30	$18,414
Employer contributions (assets) at beginning of year	2017-06-30	$18,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$2,537,973
Contract administrator fees	2017-06-30	$1,897
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	WEST RHODE AND ROBERTS
Accountancy firm EIN	2017-06-30	330783983
2016 : FRANCIS PARKER SCHOOL 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$2,454,855
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$1,809,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,808,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$2,469,360
Value of total assets at end of year	2016-06-30	$25,136,886
Value of total assets at beginning of year	2016-06-30	$24,491,954
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$1,785
Total interest from all sources	2016-06-30	$126,367
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$1,039,889
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$529,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$644,932
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$25,136,886
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$24,491,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$19,894,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$19,861,643
Value of interest in pooled separate accounts at end of year	2016-06-30	$1,276,841
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$1,047,999
Interest earned on other investments	2016-06-30	$126,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$3,947,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$3,560,149
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$113,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-219,012
Net investment gain/loss from pooled separate accounts	2016-06-30	$77,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$900,326
Employer contributions (assets) at end of year	2016-06-30	$18,123
Employer contributions (assets) at beginning of year	2016-06-30	$22,163
Income. Dividends from preferred stock	2016-06-30	$438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,694,907
Contract administrator fees	2016-06-30	$1,785
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	WEST RHODE AND ROBERTS
Accountancy firm EIN	2016-06-30	330783983
2015 : FRANCIS PARKER SCHOOL 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$3,653,025
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$2,083,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$2,078,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$2,592,886
Value of total assets at end of year	2015-06-30	$24,491,954
Value of total assets at beginning of year	2015-06-30	$22,922,506
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$5,394
Total interest from all sources	2015-06-30	$125,485
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2015-06-30	$0
Minimum employer required contribution for this plan year	2015-06-30	$908,636
Amount contributed by the employer to the plan for this plan year	2015-06-30	$908,636
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$1,156,927
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$69,552
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$527,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$1,569,448
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$24,491,954
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$22,922,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$19,861,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$18,578,704
Value of interest in pooled separate accounts at end of year	2015-06-30	$1,047,999
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$669,094
Interest earned on other investments	2015-06-30	$125,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$3,560,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$3,548,933
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$14,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$848,660
Net investment gain/loss from pooled separate accounts	2015-06-30	$85,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$908,636
Employer contributions (assets) at end of year	2015-06-30	$22,163
Employer contributions (assets) at beginning of year	2015-06-30	$56,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$2,063,654
Contract administrator fees	2015-06-30	$5,394
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	WEST RHODE AND ROBERTS
Accountancy firm EIN	2015-06-30	330783983
2014 : FRANCIS PARKER SCHOOL 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$4,987,322
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$1,875,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,873,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,943,634
Value of total assets at end of year	2014-06-30	$22,922,506
Value of total assets at beginning of year	2014-06-30	$19,811,134
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$2,656
Total interest from all sources	2014-06-30	$126,399
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$902,321
Amount contributed by the employer to the plan for this plan year	2014-06-30	$902,321
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$927,094
Participant contributions at end of year	2014-06-30	$69,552
Participant contributions at beginning of year	2014-06-30	$98,852
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$114,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$3,111,372
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$22,922,506
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$19,811,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$18,578,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$16,080,783
Value of interest in pooled separate accounts at end of year	2014-06-30	$669,094
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$156,643
Interest earned on other investments	2014-06-30	$126,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$3,548,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$3,293,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$2,869,784
Net investment gain/loss from pooled separate accounts	2014-06-30	$47,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$902,321
Employer contributions (assets) at end of year	2014-06-30	$56,223
Employer contributions (assets) at beginning of year	2014-06-30	$181,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,873,294
Contract administrator fees	2014-06-30	$2,656
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	WEST RHODE AND ROBERTS
Accountancy firm EIN	2014-06-30	330783983
2013 : FRANCIS PARKER SCHOOL 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$3,584,616
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$927,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$927,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,797,301
Value of total assets at end of year	2013-06-30	$19,811,134
Value of total assets at beginning of year	2013-06-30	$17,154,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$336
Total interest from all sources	2013-06-30	$106,227
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$902,006
Amount contributed by the employer to the plan for this plan year	2013-06-30	$902,006
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$895,295
Participant contributions at end of year	2013-06-30	$98,852
Participant contributions at beginning of year	2013-06-30	$52,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$2,657,008
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$19,811,134
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$17,154,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$16,080,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$14,100,560
Value of interest in pooled separate accounts at end of year	2013-06-30	$156,643
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$130,456
Interest earned on other investments	2013-06-30	$106,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$3,293,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$2,638,396
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$50,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$1,670,091
Net investment gain/loss from pooled separate accounts	2013-06-30	$10,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$902,006
Employer contributions (assets) at end of year	2013-06-30	$181,593
Employer contributions (assets) at beginning of year	2013-06-30	$232,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$876,779
Contract administrator fees	2013-06-30	$336
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	WEST RHODE AND ROBERTS
Accountancy firm EIN	2013-06-30	330783983
2012 : FRANCIS PARKER SCHOOL 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$1,967,454
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$356,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$355,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,662,610
Value of total assets at end of year	2012-06-30	$17,154,126
Value of total assets at beginning of year	2012-06-30	$15,543,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$669
Total interest from all sources	2012-06-30	$94,721
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$871,724
Amount contributed by the employer to the plan for this plan year	2012-06-30	$871,724
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$790,886
Participant contributions at end of year	2012-06-30	$52,508
Participant contributions at beginning of year	2012-06-30	$33,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$1,610,904
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$17,154,126
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$15,543,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$14,100,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$12,900,557
Value of interest in pooled separate accounts at end of year	2012-06-30	$130,456
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$64,148
Interest earned on other investments	2012-06-30	$94,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$2,638,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$2,361,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$202,468
Net investment gain/loss from pooled separate accounts	2012-06-30	$7,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$871,724
Employer contributions (assets) at end of year	2012-06-30	$232,206
Employer contributions (assets) at beginning of year	2012-06-30	$183,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$355,881
Contract administrator fees	2012-06-30	$669
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	WEST RHODE AND ROBERTS
Accountancy firm EIN	2012-06-30	330783983
2011 : FRANCIS PARKER SCHOOL 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$3,914,993
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$609,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$609,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,677,800
Value of total assets at end of year	2011-06-30	$15,543,222
Value of total assets at beginning of year	2011-06-30	$12,237,324
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$81,861
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$896,465
Amount contributed by the employer to the plan for this plan year	2011-06-30	$896,465
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$780,625
Participant contributions at end of year	2011-06-30	$33,433
Participant contributions at beginning of year	2011-06-30	$32,882
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$3,305,898
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$15,543,222
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$12,237,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$12,900,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$10,131,146
Value of interest in pooled separate accounts at end of year	2011-06-30	$64,148
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$5,536
Interest earned on other investments	2011-06-30	$81,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$2,361,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,940,278
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$18,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$2,152,511
Net investment gain/loss from pooled separate accounts	2011-06-30	$2,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$896,465
Employer contributions (assets) at end of year	2011-06-30	$183,679
Employer contributions (assets) at beginning of year	2011-06-30	$127,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$590,995
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	WEST RHODE AND ROBERTS
Accountancy firm EIN	2011-06-30	330783983
2010 : FRANCIS PARKER SCHOOL 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$887,143
Amount contributed by the employer to the plan for this plan year	2010-06-30	$887,143

Form 5500 Responses for FRANCIS PARKER SCHOOL 403(B) PLAN

2022: FRANCIS PARKER SCHOOL 403(B) PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: FRANCIS PARKER SCHOOL 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: FRANCIS PARKER SCHOOL 403(B) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: FRANCIS PARKER SCHOOL 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: FRANCIS PARKER SCHOOL 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: FRANCIS PARKER SCHOOL 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: FRANCIS PARKER SCHOOL 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: FRANCIS PARKER SCHOOL 403(B) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: FRANCIS PARKER SCHOOL 403(B) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: FRANCIS PARKER SCHOOL 403(B) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: FRANCIS PARKER SCHOOL 403(B) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: FRANCIS PARKER SCHOOL 403(B) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: FRANCIS PARKER SCHOOL 403(B) PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: FRANCIS PARKER SCHOOL 403(B) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

334657

Policy instance

Insurance contract or identification number	334657
Number of Individuals Covered	240
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334657

Policy instance

Insurance contract or identification number	334657
Number of Individuals Covered	246
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334657

Policy instance

Insurance contract or identification number	334657
Number of Individuals Covered	257
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334657

Policy instance

Insurance contract or identification number	334657
Number of Individuals Covered	280
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334657

Policy instance

Insurance contract or identification number	334657
Number of Individuals Covered	300
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334657

Policy instance

Insurance contract or identification number	334657
Number of Individuals Covered	309
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334657

Policy instance

Insurance contract or identification number	334657
Number of Individuals Covered	370
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334657

Policy instance

Insurance contract or identification number	334657
Number of Individuals Covered	354
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334657

Policy instance

Insurance contract or identification number	334657
Number of Individuals Covered	346
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334657

Policy instance

Insurance contract or identification number	334657
Number of Individuals Covered	317
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334657

Policy instance

Insurance contract or identification number	334657
Number of Individuals Covered	305
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334658/334659

Policy instance

Insurance contract or identification number	334658/334659
Number of Individuals Covered	277
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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See full terms and conditions

Company Name:	FRANCIS PARKER SCHOOL
Employer identification number (EIN):	951696720
NAIC Classification:	611000

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0151458

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-07-01
002	2021-07-01	KATHARINE WARDLE	2023-02-07
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2018-07-01
002	2017-07-01	KEVIN YALEY	2019-04-15
002	2016-07-01	DANIEL KRALL
002	2015-07-01	DAN KRALL
002	2014-07-01	MIKE RINEHART
002	2013-07-01	MIKE RINEHART
002	2012-07-01	MIKE RINEHART
002	2011-07-01	MIKE RINEHART
002	2010-07-01	MIKE RINEHART
002	2009-07-01	MIKE RINEHART
002	2009-07-01	HEATHER MEISTER