401k Plan data: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT plan

TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 401k Plan overview

Plan Name	TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT
Plan identification number	002

TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BRATTLEBORO RETREAT has sponsored the creation of one or more 401k plans.

Company Name: BRATTLEBORO RETREAT

Employer identification number (EIN): 030107360

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 AMY ROBBIN
002 2016-01-01 SUSAN ROWELL
002 2015-01-01 SUSAN ROWELL
002 2014-01-01 JEFF CORRIGAN
002 2013-01-01 NATALIE AUDETTE
002 2012-01-01 JANET DEROSIA JANET DEROSIA 2013-10-14
002 2011-01-01 JANET DEROSIA
002 2009-01-01 JANET DEROSIA JANET DEROSIA 2010-10-14

Plan Statistics for TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT

401k plan membership statisitcs for TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT

Measure Date Value
2023: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2023 401k membership
Total participants, beginning-of-year 2023-01-01 838
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 447
Number of retired or separated participants receiving benefits 2023-01-01 48
Number of other retired or separated participants entitled to future benefits 2023-01-01 420
Total of all active and inactive participants 2023-01-01 915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 915
Number of participants with account balances 2023-01-01 746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2022 401k membership
Total participants, beginning-of-year 2022-01-01 606
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 407
Number of retired or separated participants receiving benefits 2022-01-01 9
Number of other retired or separated participants entitled to future benefits 2022-01-01 180
Total of all active and inactive participants 2022-01-01 596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 596
Number of participants with account balances 2022-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2021 401k membership
Total participants, beginning-of-year 2021-01-01 669
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 413
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 184
Total of all active and inactive participants 2021-01-01 606
Total participants 2021-01-01 606
Number of participants with account balances 2021-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,146
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 471
Number of retired or separated participants receiving benefits 2020-01-01 9
Number of other retired or separated participants entitled to future benefits 2020-01-01 189
Total of all active and inactive participants 2020-01-01 669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 669
Number of participants with account balances 2020-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,165
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 693
Number of retired or separated participants receiving benefits 2019-01-01 43
Number of other retired or separated participants entitled to future benefits 2019-01-01 409
Total of all active and inactive participants 2019-01-01 1,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,146
Number of participants with account balances 2019-01-01 1,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,163
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 742
Number of retired or separated participants receiving benefits 2018-01-01 50
Number of other retired or separated participants entitled to future benefits 2018-01-01 373
Total of all active and inactive participants 2018-01-01 1,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,165
Number of participants with account balances 2018-01-01 1,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,191
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 749
Number of retired or separated participants receiving benefits 2017-01-01 15
Number of other retired or separated participants entitled to future benefits 2017-01-01 279
Total of all active and inactive participants 2017-01-01 1,043
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 5
Total participants 2017-01-01 1,048
Number of participants with account balances 2017-01-01 966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,146
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 771
Number of retired or separated participants receiving benefits 2016-01-01 12
Number of other retired or separated participants entitled to future benefits 2016-01-01 405
Total of all active and inactive participants 2016-01-01 1,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 1,191
Number of participants with account balances 2016-01-01 953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,140
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 819
Number of retired or separated participants receiving benefits 2015-01-01 10
Number of other retired or separated participants entitled to future benefits 2015-01-01 314
Total of all active and inactive participants 2015-01-01 1,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 1,145
Number of participants with account balances 2015-01-01 859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,134
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 766
Number of retired or separated participants receiving benefits 2014-01-01 6
Number of other retired or separated participants entitled to future benefits 2014-01-01 366
Total of all active and inactive participants 2014-01-01 1,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 1,139
Number of participants with account balances 2014-01-01 812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2013 401k membership
Total participants, beginning-of-year 2013-01-01 996
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 744
Number of retired or separated participants receiving benefits 2013-01-01 10
Number of other retired or separated participants entitled to future benefits 2013-01-01 380
Total of all active and inactive participants 2013-01-01 1,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,134
Number of participants with account balances 2013-01-01 795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,101
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 662
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 330
Total of all active and inactive participants 2012-01-01 995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 995
Number of participants with account balances 2012-01-01 761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2011 401k membership
Total participants, beginning-of-year 2011-01-01 923
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 766
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 332
Total of all active and inactive participants 2011-01-01 1,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,101
Number of participants with account balances 2011-01-01 696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2009 401k membership
Total participants, beginning-of-year 2009-01-01 884
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 522
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 386
Total of all active and inactive participants 2009-01-01 908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 908
Number of participants with account balances 2009-01-01 710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2023 401k membership
Total participants, beginning-of-year	2023-01-01	838
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	447
Number of retired or separated participants receiving benefits	2023-01-01	48
Number of other retired or separated participants entitled to future benefits	2023-01-01	420
Total of all active and inactive participants	2023-01-01	915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	915
Number of participants with account balances	2023-01-01	746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2022 401k membership
Total participants, beginning-of-year	2022-01-01	606
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	407
Number of retired or separated participants receiving benefits	2022-01-01	9
Number of other retired or separated participants entitled to future benefits	2022-01-01	180
Total of all active and inactive participants	2022-01-01	596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	596
Number of participants with account balances	2022-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2021 401k membership
Total participants, beginning-of-year	2021-01-01	669
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	413
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	184
Total of all active and inactive participants	2021-01-01	606
Total participants	2021-01-01	606
Number of participants with account balances	2021-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,146
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	471
Number of retired or separated participants receiving benefits	2020-01-01	9
Number of other retired or separated participants entitled to future benefits	2020-01-01	189
Total of all active and inactive participants	2020-01-01	669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	669
Number of participants with account balances	2020-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,165
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	693
Number of retired or separated participants receiving benefits	2019-01-01	43
Number of other retired or separated participants entitled to future benefits	2019-01-01	409
Total of all active and inactive participants	2019-01-01	1,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,146
Number of participants with account balances	2019-01-01	1,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,163
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	742
Number of retired or separated participants receiving benefits	2018-01-01	50
Number of other retired or separated participants entitled to future benefits	2018-01-01	373
Total of all active and inactive participants	2018-01-01	1,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,165
Number of participants with account balances	2018-01-01	1,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,191
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	749
Number of retired or separated participants receiving benefits	2017-01-01	15
Number of other retired or separated participants entitled to future benefits	2017-01-01	279
Total of all active and inactive participants	2017-01-01	1,043
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	5
Total participants	2017-01-01	1,048
Number of participants with account balances	2017-01-01	966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,146
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	771
Number of retired or separated participants receiving benefits	2016-01-01	12
Number of other retired or separated participants entitled to future benefits	2016-01-01	405
Total of all active and inactive participants	2016-01-01	1,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	1,191
Number of participants with account balances	2016-01-01	953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,140
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	819
Number of retired or separated participants receiving benefits	2015-01-01	10
Number of other retired or separated participants entitled to future benefits	2015-01-01	314
Total of all active and inactive participants	2015-01-01	1,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	1,145
Number of participants with account balances	2015-01-01	859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,134
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	766
Number of retired or separated participants receiving benefits	2014-01-01	6
Number of other retired or separated participants entitled to future benefits	2014-01-01	366
Total of all active and inactive participants	2014-01-01	1,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	1,139
Number of participants with account balances	2014-01-01	812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2013 401k membership
Total participants, beginning-of-year	2013-01-01	996
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	744
Number of retired or separated participants receiving benefits	2013-01-01	10
Number of other retired or separated participants entitled to future benefits	2013-01-01	380
Total of all active and inactive participants	2013-01-01	1,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,134
Number of participants with account balances	2013-01-01	795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,101
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	662
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	330
Total of all active and inactive participants	2012-01-01	995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	995
Number of participants with account balances	2012-01-01	761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2011 401k membership
Total participants, beginning-of-year	2011-01-01	923
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	766
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	332
Total of all active and inactive participants	2011-01-01	1,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,101
Number of participants with account balances	2011-01-01	696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2009 401k membership
Total participants, beginning-of-year	2009-01-01	884
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	522
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	386
Total of all active and inactive participants	2009-01-01	908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	908
Number of participants with account balances	2009-01-01	710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT

Measure	Date	Value
2023 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$7,958,194
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$4,370,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$4,184,587
Expenses. Certain deemed distributions of participant loans	2023-12-31	$41,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,499,443
Value of total assets at end of year	2023-12-31	$38,265,256
Value of total assets at beginning of year	2023-12-31	$34,677,884
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$144,557
Total interest from all sources	2023-12-31	$195,500
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$916,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$916,220
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,864,396
Participant contributions at end of year	2023-12-31	$298,144
Participant contributions at beginning of year	2023-12-31	$342,633
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$5,347,946
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$172,631
Other income not declared elsewhere	2023-12-31	$35,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,587,372
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$38,265,256
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$34,677,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$34,639
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$31,109,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$26,970,926
Interest on participant loans	2023-12-31	$15,712
Interest earned on other investments	2023-12-31	$179,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$6,858,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$2,016,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$4,311,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$462,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$4,184,587
Contract administrator fees	2023-12-31	$93,918
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2023-12-31	010523282
2022 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,822,861
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,230,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,192,322
Expenses. Certain deemed distributions of participant loans	2022-12-31	$15,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,368,932
Value of total assets at end of year	2022-12-31	$34,677,884
Value of total assets at beginning of year	2022-12-31	$42,730,804
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$22,730
Total interest from all sources	2022-12-31	$189,176
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,248,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,248,515
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,565,162
Participant contributions at end of year	2022-12-31	$342,633
Participant contributions at beginning of year	2022-12-31	$333,216
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$5,347,946
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$5,909,054
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$366,664
Other income not declared elsewhere	2022-12-31	$-50,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-8,052,920
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$34,677,884
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$42,730,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$26,970,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$34,298,957
Interest on participant loans	2022-12-31	$15,974
Interest earned on other investments	2022-12-31	$173,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,016,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,189,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,579,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$437,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,192,322
Contract administrator fees	2022-12-31	$22,730
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2022-12-31	010523282
2021 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$7,315,846
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$7,442,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,403,170
Expenses. Certain deemed distributions of participant loans	2021-12-31	$23,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,499,900
Value of total assets at end of year	2021-12-31	$42,730,804
Value of total assets at beginning of year	2021-12-31	$42,857,441
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$15,913
Total interest from all sources	2021-12-31	$225,226
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,867,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,867,421
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,521,244
Participant contributions at end of year	2021-12-31	$333,216
Participant contributions at beginning of year	2021-12-31	$327,018
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$61,304
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$5,909,054
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$7,388,979
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$441,390
Other income not declared elsewhere	2021-12-31	$16,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-126,637
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$42,730,804
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$42,857,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$34,298,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$32,888,456
Interest on participant loans	2021-12-31	$19,589
Interest earned on other investments	2021-12-31	$205,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,189,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,191,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,706,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$537,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,403,170
Contract administrator fees	2021-12-31	$15,913
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2021-12-31	010523282
2020 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$8,400,226
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,923,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,882,360
Expenses. Certain deemed distributions of participant loans	2020-12-31	$28,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,056,653
Value of total assets at end of year	2020-12-31	$42,857,441
Value of total assets at beginning of year	2020-12-31	$39,380,395
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,790
Total interest from all sources	2020-12-31	$271,815
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,769,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,769,162
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,895,274
Participant contributions at end of year	2020-12-31	$327,018
Participant contributions at beginning of year	2020-12-31	$378,217
Participant contributions at end of year	2020-12-31	$61,304
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$7,388,979
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$6,942,219
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$520,473
Other income not declared elsewhere	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,477,046
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$42,857,441
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$39,380,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$32,888,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$30,175,588
Interest on participant loans	2020-12-31	$24,241
Interest earned on other investments	2020-12-31	$247,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,191,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,884,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,302,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$640,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,882,360
Contract administrator fees	2020-12-31	$12,790
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2020-12-31	010523282
2019 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$8,761,931
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,182,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,131,335
Expenses. Certain deemed distributions of participant loans	2019-12-31	$48,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,947,593
Value of total assets at end of year	2019-12-31	$39,380,395
Value of total assets at beginning of year	2019-12-31	$33,800,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,443
Total interest from all sources	2019-12-31	$250,912
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,818,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,818,721
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,069,373
Participant contributions at end of year	2019-12-31	$378,217
Participant contributions at beginning of year	2019-12-31	$318,245
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$6,942,219
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$6,973,226
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$271,054
Other income not declared elsewhere	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,579,497
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$39,380,395
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$33,800,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$30,175,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$24,552,357
Interest on participant loans	2019-12-31	$20,969
Interest earned on other investments	2019-12-31	$229,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,884,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,957,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,744,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$607,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,131,335
Contract administrator fees	2019-12-31	$2,443
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2019-12-31	010523282
2018 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,817,585
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,421,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,396,855
Expenses. Certain deemed distributions of participant loans	2018-12-31	$22,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,223,847
Value of total assets at end of year	2018-12-31	$33,800,898
Value of total assets at beginning of year	2018-12-31	$34,404,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,625
Total interest from all sources	2018-12-31	$213,389
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,032,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,032,062
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,048,710
Participant contributions at end of year	2018-12-31	$318,245
Participant contributions at beginning of year	2018-12-31	$358,601
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$6,973,226
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$6,621,160
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$616,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-603,687
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$33,800,898
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$34,404,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$24,552,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$25,459,261
Interest on participant loans	2018-12-31	$15,402
Interest earned on other investments	2018-12-31	$197,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,957,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,965,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,651,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$558,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,396,855
Contract administrator fees	2018-12-31	$1,625
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2018-12-31	010523282
2017 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$6,568,839
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,791,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,743,755
Expenses. Certain deemed distributions of participant loans	2017-12-31	$45,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,548,744
Value of total assets at end of year	2017-12-31	$34,404,585
Value of total assets at beginning of year	2017-12-31	$30,627,054
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,569
Total interest from all sources	2017-12-31	$204,257
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,206,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,206,155
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,930,179
Participant contributions at end of year	2017-12-31	$358,601
Participant contributions at beginning of year	2017-12-31	$377,140
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$6,621,160
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$6,860,564
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$181,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,777,531
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$34,404,585
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$30,627,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$25,459,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$21,284,064
Interest on participant loans	2017-12-31	$15,956
Interest earned on other investments	2017-12-31	$188,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,965,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,105,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,609,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$437,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,743,755
Contract administrator fees	2017-12-31	$1,569
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2017-12-31	010523282
2016 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$4,893,593
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,048,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,005,548
Expenses. Certain deemed distributions of participant loans	2016-12-31	$41,774
Value of total corrective distributions	2016-12-31	$55
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,151,859
Value of total assets at end of year	2016-12-31	$30,627,054
Value of total assets at beginning of year	2016-12-31	$28,782,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,394
Total interest from all sources	2016-12-31	$93,465
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$847,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$847,501
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,469,378
Participant contributions at end of year	2016-12-31	$377,140
Participant contributions at beginning of year	2016-12-31	$341,373
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$6,860,564
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$6,780,375
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$690,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,844,822
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$30,627,054
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$28,782,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$21,284,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$19,449,562
Interest on participant loans	2016-12-31	$15,617
Interest earned on other investments	2016-12-31	$77,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$29,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$29,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,105,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,180,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$800,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$992,397
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,005,548
Contract administrator fees	2016-12-31	$1,394
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2016-12-31	010523282
2015 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,573,127
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,824,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,810,250
Expenses. Certain deemed distributions of participant loans	2015-12-31	$13,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,465,026
Value of total assets at end of year	2015-12-31	$28,782,232
Value of total assets at beginning of year	2015-12-31	$28,033,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,056
Total interest from all sources	2015-12-31	$181,833
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,060,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,060,729
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,451,737
Participant contributions at end of year	2015-12-31	$341,373
Participant contributions at beginning of year	2015-12-31	$248,637
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$6,780,375
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$72,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$-9,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$748,690
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$28,782,232
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$28,033,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$19,449,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$18,761,999
Interest on participant loans	2015-12-31	$10,265
Interest earned on other investments	2015-12-31	$171,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$29,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$29,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$29,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,180,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$8,993,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,125,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$940,465
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,810,250
Contract administrator fees	2015-12-31	$1,056
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2015-12-31	010523282
2014 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,676,557
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,998,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,984,595
Expenses. Certain deemed distributions of participant loans	2014-12-31	$12,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,423,211
Value of total assets at end of year	2014-12-31	$28,033,542
Value of total assets at beginning of year	2014-12-31	$28,354,997
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,131
Total interest from all sources	2014-12-31	$183,321
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$930,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$930,504
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,462,263
Participant contributions at end of year	2014-12-31	$248,637
Participant contributions at beginning of year	2014-12-31	$206,019
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$173,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$32,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-321,455
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$28,033,542
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$28,354,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$18,761,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$18,985,148
Interest on participant loans	2014-12-31	$9,711
Interest earned on other investments	2014-12-31	$173,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$29,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$80,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$80,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$8,993,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$9,083,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$107,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$787,657
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,984,595
Contract administrator fees	2014-12-31	$1,131
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2014-12-31	010523282
2013 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$16,989
Total income from all sources (including contributions)	2013-12-31	$4,827,787
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,307,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,246,142
Expenses. Certain deemed distributions of participant loans	2013-12-31	$58,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,305,589
Value of total assets at end of year	2013-12-31	$28,354,997
Value of total assets at beginning of year	2013-12-31	$24,852,101
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,919
Total interest from all sources	2013-12-31	$200,365
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$818,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$818,668
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,235,559
Participant contributions at end of year	2013-12-31	$206,019
Participant contributions at beginning of year	2013-12-31	$186,800
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$55,576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$16,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,519,885
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$28,354,997
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$24,835,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$18,985,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$15,077,866
Interest on participant loans	2013-12-31	$7,834
Interest earned on other investments	2013-12-31	$192,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$80,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$9,083,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$8,815,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,503,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$14,454
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$771,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,246,142
Contract administrator fees	2013-12-31	$2,919
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2013-12-31	010523282
2012 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$16,989
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$86,293
Total income from all sources (including contributions)	2012-12-31	$4,312,445
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,824,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,821,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,083,863
Value of total assets at end of year	2012-12-31	$24,852,101
Value of total assets at beginning of year	2012-12-31	$22,433,096
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,175
Total interest from all sources	2012-12-31	$209,881
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$279,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$279,966
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,233,950
Participant contributions at end of year	2012-12-31	$186,800
Participant contributions at beginning of year	2012-12-31	$254,768
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$78,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$49,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$16,989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$86,293
Total non interest bearing cash at beginning of year	2012-12-31	$3,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,488,309
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$24,835,112
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$22,346,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$15,077,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$12,091,890
Interest on participant loans	2012-12-31	$8,634
Interest earned on other investments	2012-12-31	$201,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$44,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$44,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$8,815,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$9,294,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,738,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$771,894
Employer contributions (assets) at end of year	2012-12-31	$771,894
Employer contributions (assets) at beginning of year	2012-12-31	$694,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,821,961
Contract administrator fees	2012-12-31	$2,175
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2012-12-31	010523282
2011 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$86,293
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$16,018
Total income from all sources (including contributions)	2011-12-31	$1,605,158
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,183,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,181,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,863,136
Value of total assets at end of year	2011-12-31	$22,433,096
Value of total assets at beginning of year	2011-12-31	$21,941,067
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,081
Total interest from all sources	2011-12-31	$223,105
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$297,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$297,763
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,118,419
Participant contributions at end of year	2011-12-31	$254,768
Participant contributions at beginning of year	2011-12-31	$271,402
Participant contributions at beginning of year	2011-12-31	$36,773
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$50,217
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$49,388
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$16,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$86,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$16,018
Total non interest bearing cash at end of year	2011-12-31	$3,924
Total non interest bearing cash at beginning of year	2011-12-31	$3,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$421,754
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$22,346,803
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$21,925,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$12,091,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$12,659,442
Interest on participant loans	2011-12-31	$9,218
Interest earned on other investments	2011-12-31	$213,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$44,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$9,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$9,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$9,294,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$8,826,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-778,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$694,500
Employer contributions (assets) at end of year	2011-12-31	$694,478
Employer contributions (assets) at beginning of year	2011-12-31	$117,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,181,323
Contract administrator fees	2011-12-31	$2,081
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2011-12-31	010523282
2010 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$16,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$20,534
Total income from all sources (including contributions)	2010-12-31	$3,024,507
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$844,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$838,187
Expenses. Certain deemed distributions of participant loans	2010-12-31	$4,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,271,917
Value of total assets at end of year	2010-12-31	$21,941,067
Value of total assets at beginning of year	2010-12-31	$19,765,661
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,756
Total interest from all sources	2010-12-31	$248,432
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$333,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$333,632
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,043,689
Participant contributions at end of year	2010-12-31	$271,402
Participant contributions at beginning of year	2010-12-31	$334,492
Participant contributions at end of year	2010-12-31	$36,773
Participant contributions at beginning of year	2010-12-31	$32,002
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$110,646
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$16,018
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$20,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$16,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$20,534
Total non interest bearing cash at end of year	2010-12-31	$3,924
Total non interest bearing cash at beginning of year	2010-12-31	$3,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,179,922
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$21,925,049
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$19,745,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$12,659,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,792,009
Interest on participant loans	2010-12-31	$12,614
Interest earned on other investments	2010-12-31	$235,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$9,782
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$5,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$5,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$8,826,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$8,122,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,170,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$117,582
Employer contributions (assets) at end of year	2010-12-31	$117,582
Employer contributions (assets) at beginning of year	2010-12-31	$453,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$838,187
Contract administrator fees	2010-12-31	$1,756
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2010-12-31	010523282
2009 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT

2023: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	Yes
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

893706-007

Policy instance

Insurance contract or identification number	893706-007
Number of Individuals Covered	127
Insurance policy start date	2023-01-06
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

893706-007

Policy instance

Insurance contract or identification number	893706-007
Number of Individuals Covered	0
Insurance policy start date	2023-01-01
Insurance policy end date	2023-01-06
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

193942+030

Policy instance

Insurance contract or identification number	193942+030
Number of Individuals Covered	195
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $3,944
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

893706-007

Policy instance

Insurance contract or identification number	893706-007
Number of Individuals Covered	146
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

193942+030

Policy instance

Insurance contract or identification number	193942+030
Number of Individuals Covered	202
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $4,432
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $4,432
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

893706-007

Policy instance

Insurance contract or identification number	893706-007
Number of Individuals Covered	153
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $5,543
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,543
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

193942+030

Policy instance

Insurance contract or identification number	193942+030
Number of Individuals Covered	209
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $3,975
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $3,975
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

893706-007

Policy instance

Insurance contract or identification number	893706-007
Number of Individuals Covered	164
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $6,780
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,780
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

193942+030

Policy instance

Insurance contract or identification number	193942+030
Number of Individuals Covered	218
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,629
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $4,629
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

893706-007

Policy instance

Insurance contract or identification number	893706-007
Number of Individuals Covered	173
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $6,834
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,834
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

193942+030

Policy instance

Insurance contract or identification number	193942+030
Number of Individuals Covered	229
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $5,034
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $5,034
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

893706-007

Policy instance

Insurance contract or identification number	893706-007
Number of Individuals Covered	193
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $6,472
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,472
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

193942+030

Policy instance

Insurance contract or identification number	193942+030
Number of Individuals Covered	235
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $4,779
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $4,779
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

893706-007

Policy instance

Insurance contract or identification number	893706-007
Number of Individuals Covered	194
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

193942+030

Policy instance

Insurance contract or identification number	193942+030
Number of Individuals Covered	241
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,786
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $4,786
Insurance broker organization code?	4
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH

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Company Name:	BRATTLEBORO RETREAT
Employer identification number (EIN):	030107360
NAIC Classification:	622000
NAIC Description:	Hospitals