401k Plan data: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN plan

CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

CAPE COD ACADEMY has sponsored the creation of one or more 401k plans.

Company Name: CAPE COD ACADEMY

Employer identification number (EIN): 042592472

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MIKE MERRILL 2018-07-31
001 2016-01-01 MARY JANE KEOUGH 2017-10-05
001 2015-01-01 MARY JANE KEOUGH 2016-09-30 MARY JANE KEOUGH 2016-09-30
001 2014-01-01 MARY JANE KEOUGH 2015-10-07
001 2013-01-01 MARY JANE KEOUGH 2014-10-07 MARY JANE KEOUGH 2014-10-07
001 2012-01-01 PATRICIA DOON 2013-10-08 PATRICIA DOON 2013-10-08
001 2011-01-01 PATRICIA DOON 2012-05-29
001 2010-01-01 LYNN SURUM 2011-05-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MIKE MERRILL	2018-07-31
001	2016-01-01	MARY JANE KEOUGH	2017-10-05
001	2015-01-01	MARY JANE KEOUGH	2016-09-30	MARY JANE KEOUGH	2016-09-30
001	2014-01-01	MARY JANE KEOUGH	2015-10-07
001	2013-01-01	MARY JANE KEOUGH	2014-10-07	MARY JANE KEOUGH	2014-10-07
001	2012-01-01	PATRICIA DOON	2013-10-08	PATRICIA DOON	2013-10-08
001	2011-01-01	PATRICIA DOON	2012-05-29
001	2010-01-01	LYNN SURUM	2011-05-29

Plan Statistics for CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 70
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 86
Total of all active and inactive participants 2023-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 4
Total participants 2023-01-01 160
Number of participants with account balances 2023-01-01 159
2022: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 57
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 91
Total of all active and inactive participants 2022-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 7
Total participants 2022-01-01 155
Number of participants with account balances 2022-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 46
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 94
Total of all active and inactive participants 2021-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 5
Total participants 2021-01-01 145
Number of participants with account balances 2021-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 38
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 98
Total of all active and inactive participants 2020-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 139
Number of participants with account balances 2020-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 32
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 112
Total of all active and inactive participants 2019-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 145
Number of participants with account balances 2019-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 32
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 111
Total of all active and inactive participants 2018-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 144
Number of participants with account balances 2018-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2023: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	70
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	86
Total of all active and inactive participants	2023-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	4
Total participants	2023-01-01	160
Number of participants with account balances	2023-01-01	159
2022: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	57
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	91
Total of all active and inactive participants	2022-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	7
Total participants	2022-01-01	155
Number of participants with account balances	2022-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	46
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	94
Total of all active and inactive participants	2021-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	5
Total participants	2021-01-01	145
Number of participants with account balances	2021-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	38
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	98
Total of all active and inactive participants	2020-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	139
Number of participants with account balances	2020-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	32
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	112
Total of all active and inactive participants	2019-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	145
Number of participants with account balances	2019-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	32
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	111
Total of all active and inactive participants	2018-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	144
Number of participants with account balances	2018-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2023 : CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 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	$2,289,171
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$473,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$454,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$421,413
Value of total assets at end of year	2023-12-31	$12,846,161
Value of total assets at beginning of year	2023-12-31	$11,030,896
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$19,630
Total interest from all sources	2023-12-31	$119,333
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$59,227
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	$59,227
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
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	$311,239
Other income not declared elsewhere	2023-12-31	$5,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,815,265
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$12,846,161
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$11,030,896
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$9,960,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$8,204,086
Value of interest in pooled separate accounts at end of year	2023-12-31	$217,644
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$249,129
Interest earned on other investments	2023-12-31	$119,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$2,668,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$2,577,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,718,105
Net investment gain/loss from pooled separate accounts	2023-12-31	$-34,138
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	Yes
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	$110,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$454,276
Contract administrator fees	2023-12-31	$19,630
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	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2023-12-31	222428965
2022 : CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 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	$-1,596,357
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$897,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$872,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$281,692
Value of total assets at end of year	2022-12-31	$11,030,896
Value of total assets at beginning of year	2022-12-31	$13,524,354
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$24,225
Total interest from all sources	2022-12-31	$114,817
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$61,439
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	$61,439
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$193,737
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$7,600
Other income not declared elsewhere	2022-12-31	$7,872
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	$-2,493,458
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,030,896
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,524,354
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	$8,204,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,278,187
Value of interest in pooled separate accounts at end of year	2022-12-31	$249,129
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$248,038
Interest earned on other investments	2022-12-31	$114,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,577,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,987,258
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$344,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,082,219
Net investment gain/loss from pooled separate accounts	2022-12-31	$20,042
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	Yes
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	$87,955
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$3,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$528,295
Contract administrator fees	2022-12-31	$24,225
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	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2022-12-31	222428965
2021 : CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 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	$1,842,062
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$859,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$835,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$245,957
Value of total assets at end of year	2021-12-31	$13,524,354
Value of total assets at beginning of year	2021-12-31	$12,541,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$23,991
Total interest from all sources	2021-12-31	$101,814
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$87,225
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	$87,225
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$166,216
Participant contributions at end of year	2021-12-31	$7,600
Participant contributions at beginning of year	2021-12-31	$9,502
Other income not declared elsewhere	2021-12-31	$8,970
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	$982,700
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,524,354
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,541,654
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	$10,278,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,166,748
Value of interest in pooled separate accounts at end of year	2021-12-31	$248,038
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$238,243
Interest earned on other investments	2021-12-31	$101,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,987,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,119,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,358,019
Net investment gain/loss from pooled separate accounts	2021-12-31	$40,077
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	Yes
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	$79,741
Employer contributions (assets) at end of year	2021-12-31	$3,271
Employer contributions (assets) at beginning of year	2021-12-31	$7,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$835,371
Contract administrator fees	2021-12-31	$23,991
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	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2021-12-31	222428965
2020 : CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 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	$1,773,984
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$473,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$455,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$225,904
Value of total assets at end of year	2020-12-31	$12,541,654
Value of total assets at beginning of year	2020-12-31	$11,241,427
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$17,971
Total interest from all sources	2020-12-31	$116,523
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$33,357
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	$33,357
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$154,068
Participant contributions at end of year	2020-12-31	$9,502
Participant contributions at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$7,141
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	$1,300,227
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,541,654
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,241,427
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	$9,166,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,903,522
Value of interest in pooled separate accounts at end of year	2020-12-31	$238,243
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$244,777
Interest earned on other investments	2020-12-31	$116,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,119,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,093,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,393,073
Net investment gain/loss from pooled separate accounts	2020-12-31	$-2,014
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	Yes
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	$71,836
Employer contributions (assets) at end of year	2020-12-31	$7,853
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$455,786
Contract administrator fees	2020-12-31	$17,971
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	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2020-12-31	222428965
2019 : CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 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	$1,911,703
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$358,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$354,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$226,162
Value of total assets at end of year	2019-12-31	$11,241,427
Value of total assets at beginning of year	2019-12-31	$9,687,746
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,511
Total interest from all sources	2019-12-31	$116,166
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$17,159
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	$17,159
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$57,756
Amount contributed by the employer to the plan for this plan year	2019-12-31	$57,756
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$168,406
Other income not declared elsewhere	2019-12-31	$6,431
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	$1,553,681
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,241,427
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,687,746
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	$7,903,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,289,732
Value of interest in pooled separate accounts at end of year	2019-12-31	$244,777
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$313,774
Interest earned on other investments	2019-12-31	$116,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,093,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,084,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,530,949
Net investment gain/loss from pooled separate accounts	2019-12-31	$14,836
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	$57,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$354,511
Contract administrator fees	2019-12-31	$3,511
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	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2019-12-31	222428965
2018 : CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 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	$-181,145
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,076,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,076,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$218,206
Value of total assets at end of year	2018-12-31	$9,687,746
Value of total assets at beginning of year	2018-12-31	$10,945,223
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$120,709
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$179
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	$179
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$63,352
Amount contributed by the employer to the plan for this plan year	2018-12-31	$63,352
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$154,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,257,477
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,687,746
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,945,223
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	$6,289,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,540,810
Value of interest in pooled separate accounts at end of year	2018-12-31	$313,774
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$308,181
Interest earned on other investments	2018-12-31	$120,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,084,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,096,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-534,778
Net investment gain/loss from pooled separate accounts	2018-12-31	$14,539
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	Yes
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	$63,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,076,332
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	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2018-12-31	222428965

Form 5500 Responses for CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

2023: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 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	No
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: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 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	No
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: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 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	No
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: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 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	No
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: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 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	No
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: CAPE CODE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 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	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

315474

Policy instance

Insurance contract or identification number	315474
Number of Individuals Covered	118
Insurance policy start date	2023-01-01
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

315474

Policy instance

Insurance contract or identification number	315474
Number of Individuals Covered	126
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

315474

Policy instance

Insurance contract or identification number	315474
Number of Individuals Covered	125
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

315474

Policy instance

Insurance contract or identification number	315474
Number of Individuals Covered	128
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

315474

Policy instance

Insurance contract or identification number	315474
Number of Individuals Covered	140
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

315474

Policy instance

Insurance contract or identification number	315474
Number of Individuals Covered	144
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CAPE COD ACADEMY
Employer identification number (EIN):	042592472
NAIC Classification:	611000