401k Plan data: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN plan

ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN
Plan identification number	002

ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

ST. PAULS SCHOOL FOR GIRLS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ST. PAULS SCHOOL FOR GIRLS, INC.

Employer identification number (EIN): 520709497

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2017-01-01 KATE MCKEW
002 2016-01-01 KATE MCKEW
002 2015-01-01 KATE MCKEW
002 2014-01-01 KATE MCKEW
002 2013-01-01 KATE MCKEW
002 2012-01-01 KATE MCKEW 2013-07-31
002 2011-01-01 KATE MCKEW 2013-07-31
002 2010-01-01 KATE GOULD 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2018-01-01
002	2017-01-01	KATE MCKEW
002	2016-01-01	KATE MCKEW
002	2015-01-01	KATE MCKEW
002	2014-01-01	KATE MCKEW
002	2013-01-01	KATE MCKEW
002	2012-01-01	KATE MCKEW	2013-07-31
002	2011-01-01	KATE MCKEW	2013-07-31
002	2010-01-01	KATE GOULD	2011-10-17

Plan Statistics for ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN

401k plan membership statisitcs for ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN

Measure Date Value
2018: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 164
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 87
Total of all active and inactive participants 2018-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 252
Number of participants with account balances 2018-01-01 249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 150
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 96
Total of all active and inactive participants 2017-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 247
Number of participants with account balances 2017-01-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 141
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 87
Total of all active and inactive participants 2016-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 229
Number of participants with account balances 2016-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 136
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 92
Total of all active and inactive participants 2015-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 228
Number of participants with account balances 2015-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 106
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 109
Total of all active and inactive participants 2014-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 216
Number of participants with account balances 2014-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 99
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 102
Total of all active and inactive participants 2013-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 202
Number of participants with account balances 2013-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2018: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	164
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	87
Total of all active and inactive participants	2018-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	252
Number of participants with account balances	2018-01-01	249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	150
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	96
Total of all active and inactive participants	2017-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	247
Number of participants with account balances	2017-01-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	141
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	87
Total of all active and inactive participants	2016-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	229
Number of participants with account balances	2016-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	136
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	92
Total of all active and inactive participants	2015-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	228
Number of participants with account balances	2015-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	106
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	109
Total of all active and inactive participants	2014-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	216
Number of participants with account balances	2014-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	99
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	102
Total of all active and inactive participants	2013-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	202
Number of participants with account balances	2013-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN

Measure	Date	Value
2018 : ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$490,324
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,451,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,431,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$981,249
Value of total assets at end of year	2018-12-31	$13,492,880
Value of total assets at beginning of year	2018-12-31	$14,454,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$20,151
Total interest from all sources	2018-12-31	$129,227
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$211,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$211,121
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$357,366
Amount contributed by the employer to the plan for this plan year	2018-12-31	$357,366
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$596,055
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$27,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-961,637
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,492,880
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,454,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,592,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,544,124
Value of interest in pooled separate accounts at end of year	2018-12-31	$412,798
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$579,174
Interest earned on other investments	2018-12-31	$129,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,487,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,331,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-851,570
Net investment gain/loss from pooled separate accounts	2018-12-31	$20,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$357,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,431,810
Contract administrator fees	2018-12-31	$20,151
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN	2018-12-31	262404897
2017 : ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,630,465
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$445,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$423,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$956,331
Value of total assets at end of year	2017-12-31	$14,454,517
Value of total assets at beginning of year	2017-12-31	$12,269,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$22,259
Total interest from all sources	2017-12-31	$120,947
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$136,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$136,363
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$334,173
Amount contributed by the employer to the plan for this plan year	2017-12-31	$334,173
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$573,368
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$20,412
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$48,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,184,770
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,454,517
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,269,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,544,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,192,212
Value of interest in pooled separate accounts at end of year	2017-12-31	$579,174
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$587,050
Interest earned on other investments	2017-12-31	$120,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,331,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,457,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,392,130
Net investment gain/loss from pooled separate accounts	2017-12-31	$24,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$334,173
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$12,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$423,436
Contract administrator fees	2017-12-31	$22,259
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN	2017-12-31	262404897
2016 : ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,498,473
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$884,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$880,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$846,622
Value of total assets at end of year	2016-12-31	$12,269,747
Value of total assets at beginning of year	2016-12-31	$11,655,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,115
Total interest from all sources	2016-12-31	$133,198
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$89,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$89,742
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$310,017
Amount contributed by the employer to the plan for this plan year	2016-12-31	$310,017
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$487,413
Participant contributions at end of year	2016-12-31	$20,412
Participant contributions at beginning of year	2016-12-31	$17,430
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$49,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$614,010
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,269,747
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,655,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,192,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,779,801
Value of interest in pooled separate accounts at end of year	2016-12-31	$587,050
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$554,784
Interest earned on other investments	2016-12-31	$133,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,457,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,292,010
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$14,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$398,183
Net investment gain/loss from pooled separate accounts	2016-12-31	$30,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$310,017
Employer contributions (assets) at end of year	2016-12-31	$12,119
Employer contributions (assets) at beginning of year	2016-12-31	$11,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$865,407
Contract administrator fees	2016-12-31	$4,115
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN	2016-12-31	262404897
2015 : ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$899,187
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$663,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$663,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$703,986
Value of total assets at end of year	2015-12-31	$11,655,737
Value of total assets at beginning of year	2015-12-31	$11,420,058
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$120,965
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$260,223
Amount contributed by the employer to the plan for this plan year	2015-12-31	$260,223
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$427,534
Participant contributions at end of year	2015-12-31	$17,430
Participant contributions at beginning of year	2015-12-31	$8,647
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$16,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$235,679
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,655,737
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,420,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,779,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,669,338
Value of interest in pooled separate accounts at end of year	2015-12-31	$554,784
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$521,412
Interest earned on other investments	2015-12-31	$120,965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,292,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$3,205,711
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$67,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$32,329
Net investment gain/loss from pooled separate accounts	2015-12-31	$41,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$260,223
Employer contributions (assets) at end of year	2015-12-31	$11,712
Employer contributions (assets) at beginning of year	2015-12-31	$14,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$596,223
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN	2015-12-31	262404897
2014 : ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,361,274
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$735,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$735,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$653,925
Value of total assets at end of year	2014-12-31	$11,420,058
Value of total assets at beginning of year	2014-12-31	$10,794,268
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$118,114
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$242,183
Amount contributed by the employer to the plan for this plan year	2014-12-31	$242,183
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$401,455
Participant contributions at end of year	2014-12-31	$8,647
Participant contributions at beginning of year	2014-12-31	$9,256
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$10,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$625,790
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,420,058
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$10,794,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,669,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,395,277
Value of interest in pooled separate accounts at end of year	2014-12-31	$521,412
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$445,396
Interest earned on other investments	2014-12-31	$118,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$3,205,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,928,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$532,497
Net investment gain/loss from pooled separate accounts	2014-12-31	$56,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$242,183
Employer contributions (assets) at end of year	2014-12-31	$14,950
Employer contributions (assets) at beginning of year	2014-12-31	$15,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$735,484
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN	2014-12-31	262404897
2013 : ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$2,252,776
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,210,092
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$430,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$430,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$848,349
Value of total assets at end of year	2013-12-31	$10,794,268
Value of total assets at beginning of year	2013-12-31	$6,762,204
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$105,657
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$259,050
Amount contributed by the employer to the plan for this plan year	2013-12-31	$259,050
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$443,434
Participant contributions at end of year	2013-12-31	$9,256
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$145,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,779,288
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$10,794,268
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,762,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,395,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,638,066
Value of interest in pooled separate accounts at end of year	2013-12-31	$445,396
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$237,621
Interest earned on other investments	2013-12-31	$105,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,928,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,886,517
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$18,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,217,350
Net investment gain/loss from pooled separate accounts	2013-12-31	$38,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$259,050
Employer contributions (assets) at end of year	2013-12-31	$15,893
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$411,965
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BENEFIT AUDIT GROUP, LLC
Accountancy firm EIN	2013-12-31	262404897

Form 5500 Responses for ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN

2018: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: ST. PAUL'S SCHOOL FOR GIRLS 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

366260

Policy instance

Insurance contract or identification number	366260
Number of Individuals Covered	176
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

366260

Policy instance

Insurance contract or identification number	366260
Number of Individuals Covered	180
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

366260

Policy instance

Insurance contract or identification number	366260
Number of Individuals Covered	226
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

366260

Policy instance

Insurance contract or identification number	366260
Number of Individuals Covered	214
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

366260

Policy instance

Insurance contract or identification number	366260
Number of Individuals Covered	192
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ST. PAULS SCHOOL FOR GIRLS, INC.
Employer identification number (EIN):	520709497
NAIC Classification:	611000