401k Plan data: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN plan

PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 401k Plan overview

Plan Name	PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN
Plan identification number	001

PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

PARTNERSHIP FOR CHILDREN OF ESSEX has sponsored the creation of one or more 401k plans.

Company Name: PARTNERSHIP FOR CHILDREN OF ESSEX

Employer identification number (EIN): 371478115

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01
001 2012-07-01 ROBERT MORRIS 2020-07-23
001 2011-07-01 ROBERT MORRIS 2020-07-23
001 2010-07-01 ROBERT MORRIS 2020-07-23
001 2009-07-01 ROBERT MORRIS 2020-07-23

Plan Statistics for PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN

401k plan membership statisitcs for PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN

Measure Date Value
2022: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 239
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 130
Number of retired or separated participants receiving benefits 2022-07-01 13
Number of other retired or separated participants entitled to future benefits 2022-07-01 82
Total of all active and inactive participants 2022-07-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 225
Number of participants with account balances 2022-07-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 9
2021: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 209
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 131
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 106
Total of all active and inactive participants 2021-07-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 237
Number of participants with account balances 2021-07-01 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 23
2020: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 233
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 119
Number of retired or separated participants receiving benefits 2020-07-01 4
Number of other retired or separated participants entitled to future benefits 2020-07-01 82
Total of all active and inactive participants 2020-07-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 205
Number of participants with account balances 2020-07-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 22
2019: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 247
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 148
Number of other retired or separated participants entitled to future benefits 2019-07-01 85
Total of all active and inactive participants 2019-07-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 233
Number of participants with account balances 2019-07-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 11
2018: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 209
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 154
Number of retired or separated participants receiving benefits 2018-07-01 3
Number of other retired or separated participants entitled to future benefits 2018-07-01 83
Total of all active and inactive participants 2018-07-01 240
Total participants 2018-07-01 240
Number of participants with account balances 2018-07-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 15
2017: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 192
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 115
Number of other retired or separated participants entitled to future benefits 2017-07-01 89
Total of all active and inactive participants 2017-07-01 204
Total participants 2017-07-01 204
Number of participants with account balances 2017-07-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 11
2016: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 182
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 114
Number of other retired or separated participants entitled to future benefits 2016-07-01 85
Total of all active and inactive participants 2016-07-01 199
Total participants 2016-07-01 199
Number of participants with account balances 2016-07-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 11
2015: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 162
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 105
Number of retired or separated participants receiving benefits 2015-07-01 74
Total of all active and inactive participants 2015-07-01 179
Total participants 2015-07-01 179
Number of participants with account balances 2015-07-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 14
2014: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 156
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 108
Number of other retired or separated participants entitled to future benefits 2014-07-01 61
Total of all active and inactive participants 2014-07-01 169
Total participants 2014-07-01 169
Number of participants with account balances 2014-07-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 13
2013: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 149
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 102
Number of other retired or separated participants entitled to future benefits 2013-07-01 52
Total of all active and inactive participants 2013-07-01 154
Total participants 2013-07-01 154
Number of participants with account balances 2013-07-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 10

Measure	Date	Value
2022: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	239
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	130
Number of retired or separated participants receiving benefits	2022-07-01	13
Number of other retired or separated participants entitled to future benefits	2022-07-01	82
Total of all active and inactive participants	2022-07-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	225
Number of participants with account balances	2022-07-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	9
2021: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	209
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	131
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	106
Total of all active and inactive participants	2021-07-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	237
Number of participants with account balances	2021-07-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	23
2020: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	233
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	119
Number of retired or separated participants receiving benefits	2020-07-01	4
Number of other retired or separated participants entitled to future benefits	2020-07-01	82
Total of all active and inactive participants	2020-07-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	205
Number of participants with account balances	2020-07-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	22
2019: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	247
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	148
Number of other retired or separated participants entitled to future benefits	2019-07-01	85
Total of all active and inactive participants	2019-07-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	233
Number of participants with account balances	2019-07-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	11
2018: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	209
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	154
Number of retired or separated participants receiving benefits	2018-07-01	3
Number of other retired or separated participants entitled to future benefits	2018-07-01	83
Total of all active and inactive participants	2018-07-01	240
Total participants	2018-07-01	240
Number of participants with account balances	2018-07-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	15
2017: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	192
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	115
Number of other retired or separated participants entitled to future benefits	2017-07-01	89
Total of all active and inactive participants	2017-07-01	204
Total participants	2017-07-01	204
Number of participants with account balances	2017-07-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	11
2016: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	182
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	114
Number of other retired or separated participants entitled to future benefits	2016-07-01	85
Total of all active and inactive participants	2016-07-01	199
Total participants	2016-07-01	199
Number of participants with account balances	2016-07-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	11
2015: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	162
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	105
Number of retired or separated participants receiving benefits	2015-07-01	74
Total of all active and inactive participants	2015-07-01	179
Total participants	2015-07-01	179
Number of participants with account balances	2015-07-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	14
2014: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	156
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	108
Number of other retired or separated participants entitled to future benefits	2014-07-01	61
Total of all active and inactive participants	2014-07-01	169
Total participants	2014-07-01	169
Number of participants with account balances	2014-07-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	13
2013: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	149
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	102
Number of other retired or separated participants entitled to future benefits	2013-07-01	52
Total of all active and inactive participants	2013-07-01	154
Total participants	2013-07-01	154
Number of participants with account balances	2013-07-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	10

Financial Data on PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN

Measure	Date	Value
2023 : PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-06-30	$0
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total transfer of assets to this plan	2023-06-30	$0
Total transfer of assets from this plan	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Expenses. Interest paid	2023-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$1,131,142
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$567,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$493,224
Expenses. Certain deemed distributions of participant loans	2023-06-30	$34,651
Value of total corrective distributions	2023-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$677,084
Value of total assets at end of year	2023-06-30	$4,051,525
Value of total assets at beginning of year	2023-06-30	$3,487,671
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$39,413
Total income from rents	2023-06-30	$0
Total interest from all sources	2023-06-30	$3,358
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$44,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$44,552
Assets. Real estate other than employer real property at end of year	2023-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2023-06-30	$0
Administrative expenses professional fees incurred	2023-06-30	$4,787
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-06-30	$0
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$250,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$314,369
Participant contributions at end of year	2023-06-30	$70,985
Participant contributions at beginning of year	2023-06-30	$89,828
Participant contributions at end of year	2023-06-30	$0
Participant contributions at beginning of year	2023-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2023-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$68,038
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-06-30	$0
Assets. Loans (other than to participants) at end of year	2023-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2023-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-06-30	$0
Other income not declared elsewhere	2023-06-30	$0
Administrative expenses (other) incurred	2023-06-30	$0
Liabilities. Value of operating payables at end of year	2023-06-30	$0
Liabilities. Value of operating payables at beginning of year	2023-06-30	$0
Total non interest bearing cash at end of year	2023-06-30	$0
Total non interest bearing cash at beginning of year	2023-06-30	$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	2023-06-30	No
Income. Non cash contributions	2023-06-30	$0
Value of net income/loss	2023-06-30	$563,854
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$4,051,525
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$3,487,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Assets. partnership/joint venture interests at end of year	2023-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2023-06-30	$0
Investment advisory and management fees	2023-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$3,790,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$3,243,698
Value of interest in pooled separate accounts at end of year	2023-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$0
Interest on participant loans	2023-06-30	$0
Income. Interest from loans (other than to participants)	2023-06-30	$3,358
Interest earned on other investments	2023-06-30	$0
Income. Interest from US Government securities	2023-06-30	$0
Income. Interest from corporate debt instruments	2023-06-30	$0
Value of interest in master investment trust accounts at end of year	2023-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2023-06-30	$0
Value of interest in common/collective trusts at end of year	2023-06-30	$0
Value of interest in common/collective trusts at beginning of year	2023-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-06-30	$6,634
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-06-30	$6,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-06-30	$6,441
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$183,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$147,704
Expenses. Payments to insurance carriers foe the provision of benefits	2023-06-30	$0
Asset value of US Government securities at end of year	2023-06-30	$0
Asset value of US Government securities at beginning of year	2023-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$406,148
Net investment gain/loss from pooled separate accounts	2023-06-30	$0
Net investment gain or loss from common/collective trusts	2023-06-30	$0
Net gain/loss from 103.12 investment entities	2023-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Assets. Invements in employer securities at end of year	2023-06-30	$0
Assets. Invements in employer securities at beginning of year	2023-06-30	$0
Assets. Value of employer real property at end of year	2023-06-30	$0
Assets. Value of employer real property at beginning of year	2023-06-30	$0
Contributions received in cash from employer	2023-06-30	$294,677
Employer contributions (assets) at end of year	2023-06-30	$0
Employer contributions (assets) at beginning of year	2023-06-30	$0
Income. Dividends from preferred stock	2023-06-30	$0
Income. Dividends from common stock	2023-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$493,224
Asset. Corporate debt instrument preferred debt at end of year	2023-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-06-30	$0
Contract administrator fees	2023-06-30	$34,626
Assets. Corporate common stocks other than exployer securities at end of year	2023-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2023-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-06-30	$0
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Aggregate proceeds on sale of assets	2023-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2023-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-06-30	$0
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	CULLARI CARRICO, LLC
Accountancy firm EIN	2023-06-30	270623664
2022 : PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$0
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total transfer of assets to this plan	2022-06-30	$0
Total transfer of assets from this plan	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Expenses. Interest paid	2022-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-57,123
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$706,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$650,477
Expenses. Certain deemed distributions of participant loans	2022-06-30	$14,651
Value of total corrective distributions	2022-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$645,342
Value of total assets at end of year	2022-06-30	$3,487,671
Value of total assets at beginning of year	2022-06-30	$4,251,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$41,202
Total income from rents	2022-06-30	$0
Total interest from all sources	2022-06-30	$3,140
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$104,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$104,157
Assets. Real estate other than employer real property at end of year	2022-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2022-06-30	$0
Administrative expenses professional fees incurred	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-06-30	$0
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$950,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$263,610
Participant contributions at end of year	2022-06-30	$89,828
Participant contributions at beginning of year	2022-06-30	$70,846
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$6,791
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$0
Assets. Loans (other than to participants) at end of year	2022-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$0
Other income not declared elsewhere	2022-06-30	$0
Administrative expenses (other) incurred	2022-06-30	$0
Liabilities. Value of operating payables at end of year	2022-06-30	$0
Liabilities. Value of operating payables at beginning of year	2022-06-30	$0
Total non interest bearing cash at end of year	2022-06-30	$0
Total non interest bearing cash at beginning of year	2022-06-30	$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	2022-06-30	No
Income. Non cash contributions	2022-06-30	$0
Value of net income/loss	2022-06-30	$-763,453
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$3,487,671
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$4,251,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Assets. partnership/joint venture interests at end of year	2022-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2022-06-30	$0
Investment advisory and management fees	2022-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$3,243,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$3,984,455
Value of interest in pooled separate accounts at end of year	2022-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$0
Interest on participant loans	2022-06-30	$3,140
Income. Interest from loans (other than to participants)	2022-06-30	$0
Interest earned on other investments	2022-06-30	$0
Income. Interest from US Government securities	2022-06-30	$0
Income. Interest from corporate debt instruments	2022-06-30	$0
Value of interest in master investment trust accounts at end of year	2022-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2022-06-30	$0
Value of interest in common/collective trusts at end of year	2022-06-30	$0
Value of interest in common/collective trusts at beginning of year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$6,441
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$15,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$15,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$147,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$180,757
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Asset value of US Government securities at end of year	2022-06-30	$0
Asset value of US Government securities at beginning of year	2022-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-809,762
Net investment gain/loss from pooled separate accounts	2022-06-30	$0
Net investment gain or loss from common/collective trusts	2022-06-30	$0
Net gain/loss from 103.12 investment entities	2022-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Assets. Invements in employer securities at end of year	2022-06-30	$0
Assets. Invements in employer securities at beginning of year	2022-06-30	$0
Assets. Value of employer real property at end of year	2022-06-30	$0
Assets. Value of employer real property at beginning of year	2022-06-30	$0
Contributions received in cash from employer	2022-06-30	$374,941
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$0
Income. Dividends from preferred stock	2022-06-30	$0
Income. Dividends from common stock	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$650,477
Asset. Corporate debt instrument preferred debt at end of year	2022-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$0
Contract administrator fees	2022-06-30	$41,202
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-06-30	$0
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-06-30	$0
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	CULLARI CARRICO, LLC
Accountancy firm EIN	2022-06-30	270623664
2021 : PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$1,558,741
Total of all expenses incurred	2021-06-30	$445,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$413,868
Expenses. Certain deemed distributions of participant loans	2021-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$651,675
Value of total assets at end of year	2021-06-30	$4,251,124
Value of total assets at beginning of year	2021-06-30	$3,137,624
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$31,373
Total interest from all sources	2021-06-30	$3,686
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$0
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$950,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$236,226
Participant contributions at end of year	2021-06-30	$70,846
Participant contributions at beginning of year	2021-06-30	$96,016
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$11,729
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$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	2021-06-30	No
Value of net income/loss	2021-06-30	$1,113,500
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$4,251,124
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$3,137,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$3,984,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$2,870,960
Interest on participant loans	2021-06-30	$3,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$15,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$14,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$14,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$180,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$156,229
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$903,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$403,720
Employer contributions (assets) at end of year	2021-06-30	$0
Employer contributions (assets) at beginning of year	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$413,868
Contract administrator fees	2021-06-30	$31,373
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
2020 : PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$533,491
Total of all expenses incurred	2020-06-30	$216,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$189,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$469,752
Value of total assets at end of year	2020-06-30	$3,137,624
Value of total assets at beginning of year	2020-06-30	$2,820,873
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$27,597
Total interest from all sources	2020-06-30	$5,196
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$32,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$32,148
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$188,083
Participant contributions at end of year	2020-06-30	$96,016
Participant contributions at beginning of year	2020-06-30	$88,369
Participant contributions at end of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$2,164
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$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	2020-06-30	No
Value of net income/loss	2020-06-30	$316,751
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$3,137,624
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,820,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$2,870,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,527,310
Interest on participant loans	2020-06-30	$4,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$14,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$156,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$205,194
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$26,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$279,505
Employer contributions (assets) at end of year	2020-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$189,143
Contract administrator fees	2020-06-30	$27,597
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	No
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	CULLARI CARRICO, LLC
Accountancy firm EIN	2020-06-30	270623664
2019 : PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$601,746
Total of all expenses incurred	2019-06-30	$384,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$269,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$470,002
Value of total assets at end of year	2019-06-30	$2,820,873
Value of total assets at beginning of year	2019-06-30	$2,603,976
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$115,472
Total interest from all sources	2019-06-30	$3,599
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$31,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$31,192
Administrative expenses professional fees incurred	2019-06-30	$115,472
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$171,805
Participant contributions at end of year	2019-06-30	$88,369
Participant contributions at beginning of year	2019-06-30	$72,988
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$33,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$216,897
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$2,820,873
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$2,603,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$2,527,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$2,321,577
Interest on participant loans	2019-06-30	$3,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$205,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$209,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$96,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$264,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$269,377
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	CULLARI CARRICO, LLC
Accountancy firm EIN	2019-06-30	270623664
2018 : PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$518,012
Total of all expenses incurred	2018-06-30	$276,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$239,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$358,807
Value of total assets at end of year	2018-06-30	$2,603,976
Value of total assets at beginning of year	2018-06-30	$2,362,613
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$37,611
Total interest from all sources	2018-06-30	$3,244
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$30,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$30,397
Administrative expenses professional fees incurred	2018-06-30	$37,611
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$152,452
Participant contributions at end of year	2018-06-30	$72,988
Participant contributions at beginning of year	2018-06-30	$73,160
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$27,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$241,363
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$2,603,976
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$2,362,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$2,321,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$1,969,938
Interest on participant loans	2018-06-30	$2,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$13,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$13,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$209,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$306,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$125,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$178,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$239,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	CULLARI CARRICO LLC
Accountancy firm EIN	2018-06-30	270623664
2017 : PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$540,098
Total of all expenses incurred	2017-06-30	$205,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$167,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$332,964
Value of total assets at end of year	2017-06-30	$2,362,613
Value of total assets at beginning of year	2017-06-30	$2,028,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$38,238
Total interest from all sources	2017-06-30	$7,851
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$14,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$14,506
Administrative expenses professional fees incurred	2017-06-30	$15,000
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$105,157
Participant contributions at end of year	2017-06-30	$73,160
Participant contributions at beginning of year	2017-06-30	$54,674
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$54,424
Other income not declared elsewhere	2017-06-30	$899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$334,503
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$2,362,613
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$2,028,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$1,969,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$1,602,958
Interest on participant loans	2017-06-30	$1,732
Interest earned on other investments	2017-06-30	$5,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$13,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$8,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$8,306
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$306,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$362,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$183,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$173,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$167,357
Contract administrator fees	2017-06-30	$23,238
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	CULLARI CARRICO LLC
Accountancy firm EIN	2017-06-30	270623664
2016 : PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$407,308
Total of all expenses incurred	2016-06-30	$358,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$323,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$430,975
Value of total assets at end of year	2016-06-30	$2,187,307
Value of total assets at beginning of year	2016-06-30	$2,138,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$35,529
Total interest from all sources	2016-06-30	$6,823
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$57,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$57,082
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$103,334
Participant contributions at end of year	2016-06-30	$213,871
Participant contributions at beginning of year	2016-06-30	$171,207
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$21,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$48,662
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$2,187,307
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$2,138,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$1,602,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$1,339,201
Interest on participant loans	2016-06-30	$6,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$8,306
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$129,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$129,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$362,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$499,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-87,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$305,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$323,117
Contract administrator fees	2016-06-30	$35,529
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	NISIVOCCIA LLP
Accountancy firm EIN	2016-06-30	221914888
2015 : PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$184,067
Total of all expenses incurred	2015-06-30	$97,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$97,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$99,036
Value of total assets at end of year	2015-06-30	$2,138,645
Value of total assets at beginning of year	2015-06-30	$2,051,994
Total interest from all sources	2015-06-30	$20,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	No
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$99,036
Participant contributions at end of year	2015-06-30	$171,207
Participant contributions at beginning of year	2015-06-30	$153,443
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-06-30	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$86,651
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$2,138,645
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$2,051,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$1,339,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$1,265,963
Interest on participant loans	2015-06-30	$4,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$129,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$118,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$118,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$15,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$499,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$513,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$64,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$97,414
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	NISIVOCCIA LLP
Accountancy firm EIN	2015-06-30	221914888
2014 : PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$470,359
Total of all expenses incurred	2014-06-30	$94,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$94,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$272,431
Value of total assets at end of year	2014-06-30	$2,051,994
Value of total assets at beginning of year	2014-06-30	$1,676,099
Total interest from all sources	2014-06-30	$18,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	No
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$91,625
Participant contributions at end of year	2014-06-30	$153,443
Participant contributions at beginning of year	2014-06-30	$119,580
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$375,895
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$2,051,994
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$1,676,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$1,265,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$1,019,416
Interest on participant loans	2014-06-30	$4,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$118,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$104,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$104,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$13,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$513,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$432,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$179,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$179,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$94,464
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	NISIVOCCIA LLP
Accountancy firm EIN	2014-06-30	221914888

Form 5500 Responses for PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN

2022: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) 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 - Trust	Yes
2019: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) 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 - Trust	Yes
2018: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) 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 - Trust	Yes
2016: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) 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 - Trust	Yes
2015: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) 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 - Trust	Yes
2014: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) 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 - Trust	Yes
2013: PARTNERSHIP FOR CHILDREN OF ESSEX 403(B) 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 - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	163
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 $16
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	16
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66631

Policy instance

Insurance contract or identification number	66631
Number of Individuals Covered	72
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	167
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $12
Total amount of fees paid to insurance company	USD $20
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	20
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $12

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66631

Policy instance

Insurance contract or identification number	66631
Number of Individuals Covered	74
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	146
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $109
Total amount of fees paid to insurance company	USD $14
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $109
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER FEES
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66631

Policy instance

Insurance contract or identification number	66631
Number of Individuals Covered	78
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $13
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER FEES
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	172
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $90
Total amount of fees paid to insurance company	USD $11
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $90
Insurance broker organization code?	3
Amount paid for insurance broker fees	11
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66631

Policy instance

Insurance contract or identification number	66631
Number of Individuals Covered	88
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $38
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $38
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	175
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $16
Total amount of fees paid to insurance company	USD $2
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66631

Policy instance

Insurance contract or identification number	66631
Number of Individuals Covered	88
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $38
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $38
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66631

Policy instance

Insurance contract or identification number	66631
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 $35
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	144
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $178
Total amount of fees paid to insurance company	USD $21
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	117
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $19
Total amount of fees paid to insurance company	USD $10
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19
Insurance broker organization code?	3
Amount paid for insurance broker fees	10
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66631

Policy instance

Insurance contract or identification number	66631
Number of Individuals Covered	106
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $530
Contracts With Unallocated Funds Deposit Administration	1
Commission paid to Insurance Broker	USD $530
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	99
Insurance policy start date	2015-06-01
Insurance policy end date	2015-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66631

Policy instance

Insurance contract or identification number	66631
Contracts With Unallocated Funds Deposit Administration	1
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66631

Policy instance

Insurance contract or identification number	66631
Number of Individuals Covered	135
Total amount of commissions paid to insurance broker	USD $5,560
Contracts With Unallocated Funds Deposit Administration	1
Commission paid to Insurance Broker	USD $4,945
Insurance broker organization code?	3

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Company Name:	PARTNERSHIP FOR CHILDREN OF ESSEX
Employer identification number (EIN):	371478115
NAIC Classification:	624100
NAIC Description:	Individual and Family Services