THE COUNTRY SCHOOL 403(B) PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE COUNTRY SCHOOL 403(B) DC PLAN
| Measure | Date | Value |
|---|
| 2022: THE COUNTRY SCHOOL 403(B) DC PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
| Total of all active and inactive participants | 2022-07-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
| Total participants | 2022-07-01 | 0 |
| Number of participants with account balances | 2022-07-01 | 0 |
| 2021: THE COUNTRY SCHOOL 403(B) DC PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 40 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
| Total of all active and inactive participants | 2021-07-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 64 |
| Total participants | 2021-07-01 | 104 |
| Number of participants with account balances | 2021-07-01 | 104 |
| 2020: THE COUNTRY SCHOOL 403(B) DC PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 40 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 0 |
| Total of all active and inactive participants | 2020-07-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 62 |
| Total participants | 2020-07-01 | 102 |
| Number of participants with account balances | 2020-07-01 | 102 |
| 2019: THE COUNTRY SCHOOL 403(B) DC PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 33 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
| Total of all active and inactive participants | 2019-07-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 63 |
| Total participants | 2019-07-01 | 96 |
| Number of participants with account balances | 2019-07-01 | 96 |
| 2017: THE COUNTRY SCHOOL 403(B) DC PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 28 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 64 |
| Total of all active and inactive participants | 2017-07-01 | 92 |
| Total participants | 2017-07-01 | 92 |
| Number of participants with account balances | 2017-07-01 | 92 |
| 2016: THE COUNTRY SCHOOL 403(B) DC PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 90 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 65 |
| Total of all active and inactive participants | 2016-07-01 | 65 |
| Total participants | 2016-07-01 | 65 |
| Number of participants with account balances | 2016-07-01 | 93 |
| 2015: THE COUNTRY SCHOOL 403(B) DC PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 61 |
| Total of all active and inactive participants | 2015-07-01 | 90 |
| Total participants | 2015-07-01 | 90 |
| Number of participants with account balances | 2015-07-01 | 90 |
| 2014: THE COUNTRY SCHOOL 403(B) DC PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 63 |
| Total of all active and inactive participants | 2014-07-01 | 92 |
| Total participants | 2014-07-01 | 92 |
| Number of participants with account balances | 2014-07-01 | 92 |
| 2013: THE COUNTRY SCHOOL 403(B) DC PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 28 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 67 |
| Total of all active and inactive participants | 2013-07-01 | 95 |
| Total participants | 2013-07-01 | 95 |
| Number of participants with account balances | 2013-07-01 | 95 |
| 2012: THE COUNTRY SCHOOL 403(B) DC PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 32 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 67 |
| Total of all active and inactive participants | 2012-07-01 | 99 |
| Total participants | 2012-07-01 | 99 |
| Number of participants with account balances | 2012-07-01 | 98 |
| 2011: THE COUNTRY SCHOOL 403(B) DC PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 36 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 64 |
| Total of all active and inactive participants | 2011-07-01 | 100 |
| Total participants | 2011-07-01 | 100 |
| Number of participants with account balances | 2011-07-01 | 99 |
| 2009: THE COUNTRY SCHOOL 403(B) DC PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 89 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 8 |
| Total of all active and inactive participants | 2009-07-01 | 97 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 1 |
| Total participants | 2009-07-01 | 98 |
| Number of participants with account balances | 2009-07-01 | 103 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : THE COUNTRY SCHOOL 403(B) DC PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-10-31 | $-9,253,096 |
| Total income from all sources | 2022-10-31 | $145,393 |
| Expenses. Total of all expenses incurred | 2022-10-31 | $118,741 |
| Benefits paid (including direct rollovers) | 2022-10-31 | $118,741 |
| Total plan assets at end of year | 2022-10-31 | $0 |
| Total plan assets at beginning of year | 2022-10-31 | $9,226,444 |
| Value of fidelity bond covering the plan | 2022-10-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-10-31 | $68,442 |
| Other income received | 2022-10-31 | $25,434 |
| Net income (gross income less expenses) | 2022-10-31 | $26,652 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $9,226,444 |
| Assets. Value of participant loans | 2022-10-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-10-31 | $51,517 |
| Total income from all sources | 2022-06-30 | $-967,103 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $502,564 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $502,539 |
| Total plan assets at end of year | 2022-06-30 | $9,226,444 |
| Total plan assets at beginning of year | 2022-06-30 | $10,696,111 |
| Value of fidelity bond covering the plan | 2022-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $193,824 |
| Other income received | 2022-06-30 | $-1,301,332 |
| Net income (gross income less expenses) | 2022-06-30 | $-1,469,667 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $9,226,444 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $10,696,111 |
| Assets. Value of participant loans | 2022-06-30 | $30,419 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $140,405 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $25 |
| 2021 : THE COUNTRY SCHOOL 403(B) DC PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $2,719,755 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $718,695 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $718,695 |
| Total plan assets at end of year | 2021-06-30 | $10,696,111 |
| Total plan assets at beginning of year | 2021-06-30 | $8,695,051 |
| Value of fidelity bond covering the plan | 2021-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $173,580 |
| Other income received | 2021-06-30 | $2,417,814 |
| Net income (gross income less expenses) | 2021-06-30 | $2,001,060 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $10,696,111 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $8,695,051 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $128,361 |
| 2020 : THE COUNTRY SCHOOL 403(B) DC PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $924,478 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $803,624 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $803,624 |
| Total plan assets at end of year | 2020-06-30 | $8,695,051 |
| Total plan assets at beginning of year | 2020-06-30 | $8,574,197 |
| Value of fidelity bond covering the plan | 2020-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $324,707 |
| Other income received | 2020-06-30 | $471,167 |
| Net income (gross income less expenses) | 2020-06-30 | $120,854 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $8,695,051 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $8,574,197 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $128,604 |
| 2018 : THE COUNTRY SCHOOL 403(B) DC PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $1,015,792 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $626,406 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $626,406 |
| Total plan assets at end of year | 2018-06-30 | $8,283,370 |
| Total plan assets at beginning of year | 2018-06-30 | $7,893,984 |
| Value of fidelity bond covering the plan | 2018-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $143,690 |
| Contributions received from other sources (not participants or employers) | 2018-06-30 | $11,915 |
| Other income received | 2018-06-30 | $789,493 |
| Net income (gross income less expenses) | 2018-06-30 | $389,386 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $8,283,370 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $7,893,984 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $70,694 |
| 2017 : THE COUNTRY SCHOOL 403(B) DC PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $1,123,423 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $254,986 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $254,986 |
| Total plan assets at end of year | 2017-06-30 | $7,893,984 |
| Total plan assets at beginning of year | 2017-06-30 | $7,025,547 |
| Value of fidelity bond covering the plan | 2017-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $151,243 |
| Other income received | 2017-06-30 | $901,947 |
| Net income (gross income less expenses) | 2017-06-30 | $868,437 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $7,893,984 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $7,025,547 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $70,233 |
| 2016 : THE COUNTRY SCHOOL 403(B) DC PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $200,144 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $338,044 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $338,044 |
| Total plan assets at end of year | 2016-06-30 | $7,025,547 |
| Total plan assets at beginning of year | 2016-06-30 | $7,163,447 |
| Value of fidelity bond covering the plan | 2016-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $129,155 |
| Other income received | 2016-06-30 | $778 |
| Net income (gross income less expenses) | 2016-06-30 | $-137,900 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $7,025,547 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $7,163,447 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $70,211 |
| 2015 : THE COUNTRY SCHOOL 403(B) DC PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $548,640 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $332,249 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $332,249 |
| Total plan assets at end of year | 2015-06-30 | $7,163,447 |
| Total plan assets at beginning of year | 2015-06-30 | $6,947,056 |
| Value of fidelity bond covering the plan | 2015-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $136,813 |
| Other income received | 2015-06-30 | $340,885 |
| Net income (gross income less expenses) | 2015-06-30 | $216,391 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $7,163,447 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $6,947,056 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $70,942 |
| 2014 : THE COUNTRY SCHOOL 403(B) DC PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $1,145,496 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $178,190 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $178,190 |
| Total plan assets at end of year | 2014-06-30 | $6,947,056 |
| Total plan assets at beginning of year | 2014-06-30 | $5,979,750 |
| Value of fidelity bond covering the plan | 2014-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $113,621 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $7,387 |
| Other income received | 2014-06-30 | $955,924 |
| Net income (gross income less expenses) | 2014-06-30 | $967,306 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $6,947,056 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $5,979,750 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $68,564 |
| 2013 : THE COUNTRY SCHOOL 403(B) DC PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $811,420 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $268,797 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $268,797 |
| Total plan assets at end of year | 2013-06-30 | $5,979,750 |
| Total plan assets at beginning of year | 2013-06-30 | $5,437,127 |
| Value of fidelity bond covering the plan | 2013-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $99,239 |
| Other income received | 2013-06-30 | $642,001 |
| Net income (gross income less expenses) | 2013-06-30 | $542,623 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $5,979,750 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $5,437,127 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $70,180 |
| 2012 : THE COUNTRY SCHOOL 403(B) DC PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $263,890 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $124,404 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $124,404 |
| Total plan assets at end of year | 2012-06-30 | $5,437,127 |
| Total plan assets at beginning of year | 2012-06-30 | $5,297,641 |
| Value of fidelity bond covering the plan | 2012-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $112,738 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $3,969 |
| Other income received | 2012-06-30 | $63,890 |
| Net income (gross income less expenses) | 2012-06-30 | $139,486 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $5,437,127 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $5,297,641 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $83,293 |
| 2011 : THE COUNTRY SCHOOL 403(B) DC PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $1,042,606 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $157,475 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $157,475 |
| Total plan assets at end of year | 2011-06-30 | $5,297,641 |
| Total plan assets at beginning of year | 2011-06-30 | $4,412,510 |
| Value of fidelity bond covering the plan | 2011-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $153,017 |
| Other income received | 2011-06-30 | $793,719 |
| Net income (gross income less expenses) | 2011-06-30 | $885,131 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $5,297,641 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $4,412,510 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $95,870 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| 2010 : THE COUNTRY SCHOOL 403(B) DC PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| 2022: THE COUNTRY SCHOOL 403(B) DC PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | Yes |
| 2022-07-01 | This submission is the final filing | Yes |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE COUNTRY SCHOOL 403(B) DC PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | Yes |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE COUNTRY SCHOOL 403(B) DC PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE COUNTRY SCHOOL 403(B) DC PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE COUNTRY SCHOOL 403(B) DC PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE COUNTRY SCHOOL 403(B) DC PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE COUNTRY SCHOOL 403(B) DC PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE COUNTRY SCHOOL 403(B) DC PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE COUNTRY SCHOOL 403(B) DC PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE COUNTRY SCHOOL 403(B) DC PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE COUNTRY SCHOOL 403(B) DC PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE COUNTRY SCHOOL 403(B) DC PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 366925 |
| Policy instance | 1 |
| Insurance contract or identification number | 366925 | | Number of Individuals Covered | 105 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 366925 |
| Policy instance | 1 |
| Insurance contract or identification number | 366925 | | Number of Individuals Covered | 104 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 366925 |
| Policy instance | 1 |
| Insurance contract or identification number | 366925 | | Number of Individuals Covered | 102 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 366925 |
| Policy instance | 1 |
| Insurance contract or identification number | 366925 | | Number of Individuals Covered | 96 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 366925 |
| Policy instance | 1 |
| Insurance contract or identification number | 366925 | | Number of Individuals Covered | 92 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 366925 |
| Policy instance | 1 |
| Insurance contract or identification number | 366925 | | Number of Individuals Covered | 90 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 366925 |
| Policy instance | 1 |
| Insurance contract or identification number | 366925 | | Number of Individuals Covered | 92 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 366925 |
| Policy instance | 1 |
| Insurance contract or identification number | 366925 | | Number of Individuals Covered | 95 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 366925 |
| Policy instance | 1 |
| Insurance contract or identification number | 366925 | | Number of Individuals Covered | 98 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 366925 |
| Policy instance | 1 |
| Insurance contract or identification number | 366925 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 366925 |
| Policy instance | 1 |
| Insurance contract or identification number | 366925 | | Number of Individuals Covered | 97 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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