401k Plan data: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN plan

SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN
Plan identification number	003

SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

SPAULDING ACADEMY & FAMILY SERVICES has sponsored the creation of one or more 401k plans.

Company Name: SPAULDING ACADEMY & FAMILY SERVICES

Employer identification number (EIN): 020244216

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-07-01
003 2021-07-01
003 2020-07-01
003 2019-07-01
003 2018-07-01
003 2017-07-01 TODD C. EMMONS
003 2017-07-01
003 2016-07-01 TODD C. EMMONS TODD C. EMMONS 2018-01-31
003 2015-07-01 JAMES CLEMENTS JAMES CLEMENTS 2017-01-12
003 2014-07-01 JAMES CLEMENTS JAMES CLEMENTS 2016-02-25
003 2013-07-01 JEREMI A. SNOOK JEREMI A. SNOOK 2015-03-31
003 2012-07-01 JEREMI SNOOK JEREMI SNOOK 2014-04-15
003 2011-07-01 FRANK J. LOSSANI FRANK J. LOSSANI 2013-01-30
003 2009-07-01 FRANK J LOSSANI

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2022-07-01
003	2021-07-01
003	2020-07-01
003	2019-07-01
003	2018-07-01
003	2017-07-01	TODD C. EMMONS
003	2017-07-01
003	2016-07-01	TODD C. EMMONS	TODD C. EMMONS	2018-01-31
003	2015-07-01	JAMES CLEMENTS	JAMES CLEMENTS	2017-01-12
003	2014-07-01	JAMES CLEMENTS	JAMES CLEMENTS	2016-02-25
003	2013-07-01	JEREMI A. SNOOK	JEREMI A. SNOOK	2015-03-31
003	2012-07-01	JEREMI SNOOK	JEREMI SNOOK	2014-04-15
003	2011-07-01	FRANK J. LOSSANI	FRANK J. LOSSANI	2013-01-30
003	2009-07-01	FRANK J LOSSANI

Plan Statistics for SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN

401k plan membership statisitcs for SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN

Measure Date Value
2022: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 309
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 290
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 68
Total of all active and inactive participants 2022-07-01 358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 358
Number of participants with account balances 2022-07-01 263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 343
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 224
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 85
Total of all active and inactive participants 2021-07-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 309
Number of participants with account balances 2021-07-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 333
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 270
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 73
Total of all active and inactive participants 2020-07-01 343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 343
Number of participants with account balances 2020-07-01 263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 314
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 268
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 65
Total of all active and inactive participants 2019-07-01 333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 333
Number of participants with account balances 2019-07-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 276
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 255
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 58
Total of all active and inactive participants 2018-07-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 313
Number of participants with account balances 2018-07-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 1
2017: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 253
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 241
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 35
Total of all active and inactive participants 2017-07-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 276
Number of participants with account balances 2017-07-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 242
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 224
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 28
Total of all active and inactive participants 2016-07-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 253
Number of participants with account balances 2016-07-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 243
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 214
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 28
Total of all active and inactive participants 2015-07-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 242
Number of participants with account balances 2015-07-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 257
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 212
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 31
Total of all active and inactive participants 2014-07-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 243
Number of participants with account balances 2014-07-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 236
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 215
Number of retired or separated participants receiving benefits 2013-07-01 1
Number of other retired or separated participants entitled to future benefits 2013-07-01 41
Total of all active and inactive participants 2013-07-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 257
Number of participants with account balances 2013-07-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 231
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 202
Number of retired or separated participants receiving benefits 2012-07-01 1
Number of other retired or separated participants entitled to future benefits 2012-07-01 33
Total of all active and inactive participants 2012-07-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 236
Number of participants with account balances 2012-07-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 189
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 200
Number of retired or separated participants receiving benefits 2011-07-01 1
Number of other retired or separated participants entitled to future benefits 2011-07-01 30
Total of all active and inactive participants 2011-07-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 231
Number of participants with account balances 2011-07-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 146
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 138
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 8
Total of all active and inactive participants 2009-07-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 146
Number of participants with account balances 2009-07-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	309
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	290
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	68
Total of all active and inactive participants	2022-07-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	358
Number of participants with account balances	2022-07-01	263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	343
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	224
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	85
Total of all active and inactive participants	2021-07-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	309
Number of participants with account balances	2021-07-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	333
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	270
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	73
Total of all active and inactive participants	2020-07-01	343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	343
Number of participants with account balances	2020-07-01	263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	314
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	268
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	65
Total of all active and inactive participants	2019-07-01	333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	333
Number of participants with account balances	2019-07-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	276
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	255
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	58
Total of all active and inactive participants	2018-07-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	313
Number of participants with account balances	2018-07-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	1
2017: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	253
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	241
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	35
Total of all active and inactive participants	2017-07-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	276
Number of participants with account balances	2017-07-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	242
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	224
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	28
Total of all active and inactive participants	2016-07-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	253
Number of participants with account balances	2016-07-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	243
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	214
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	28
Total of all active and inactive participants	2015-07-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	242
Number of participants with account balances	2015-07-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	257
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	212
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	31
Total of all active and inactive participants	2014-07-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	243
Number of participants with account balances	2014-07-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	236
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	215
Number of retired or separated participants receiving benefits	2013-07-01	1
Number of other retired or separated participants entitled to future benefits	2013-07-01	41
Total of all active and inactive participants	2013-07-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	257
Number of participants with account balances	2013-07-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	231
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	202
Number of retired or separated participants receiving benefits	2012-07-01	1
Number of other retired or separated participants entitled to future benefits	2012-07-01	33
Total of all active and inactive participants	2012-07-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	236
Number of participants with account balances	2012-07-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	189
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	200
Number of retired or separated participants receiving benefits	2011-07-01	1
Number of other retired or separated participants entitled to future benefits	2011-07-01	30
Total of all active and inactive participants	2011-07-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	231
Number of participants with account balances	2011-07-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	146
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	138
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	8
Total of all active and inactive participants	2009-07-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	146
Number of participants with account balances	2009-07-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN

Measure	Date	Value
2022 : SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$569,250
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$113,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$97,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$511,356
Value of total assets at end of year	2022-12-31	$6,756,384
Value of total assets at beginning of year	2022-12-31	$6,300,758
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$16,037
Total interest from all sources	2022-12-31	$6,312
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$339,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$339,250
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$240,426
Participant contributions at end of year	2022-12-31	$287,271
Participant contributions at beginning of year	2022-12-31	$247,899
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$28,884
Administrative expenses (other) incurred	2022-12-31	$8,174
Total non interest bearing cash at end of year	2022-12-31	$6,292
Total non interest bearing cash at beginning of year	2022-12-31	$3,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$455,626
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,756,384
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,300,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$7,863
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,403,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,996,920
Interest on participant loans	2022-12-31	$5,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$58,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$52,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$52,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$717
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-287,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$242,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$97,587
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Total unrealized appreciation/depreciation of assets	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
Total income from all sources (including contributions)	2022-06-30	$-242,952
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$789,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$733,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$954,785
Value of total assets at end of year	2022-06-30	$6,300,758
Value of total assets at beginning of year	2022-06-30	$7,333,242
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$55,599
Total interest from all sources	2022-06-30	$9,928
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$624,001
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	$624,001
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
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	$470,742
Participant contributions at end of year	2022-06-30	$247,899
Participant contributions at beginning of year	2022-06-30	$216,152
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$28,311
Administrative expenses (other) incurred	2022-06-30	$37,127
Total non interest bearing cash at end of year	2022-06-30	$3,108
Total non interest bearing cash at beginning of year	2022-06-30	$22,497
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
Value of net income/loss	2022-06-30	$-1,032,484
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$6,300,758
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$7,333,242
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
Investment advisory and management fees	2022-06-30	$18,472
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$5,996,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$7,045,087
Interest on participant loans	2022-06-30	$9,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$52,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$49,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$49,506
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,831,666
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
Contributions received in cash from employer	2022-06-30	$455,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$733,933
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
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2022-06-30	020327524
2021 : SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$2,645,477
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,498,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,469,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,053,530
Value of total assets at end of year	2021-06-30	$7,333,242
Value of total assets at beginning of year	2021-06-30	$6,185,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$28,828
Total interest from all sources	2021-06-30	$9,453
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$255,086
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	$255,086
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$442,740
Participant contributions at end of year	2021-06-30	$216,152
Participant contributions at beginning of year	2021-06-30	$176,380
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$202,124
Administrative expenses (other) incurred	2021-06-30	$12,646
Total non interest bearing cash at end of year	2021-06-30	$22,497
Total non interest bearing cash at beginning of year	2021-06-30	$22,660
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	$1,147,289
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$7,333,242
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$6,185,953
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
Investment advisory and management fees	2021-06-30	$16,182
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$7,045,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$5,935,705
Interest on participant loans	2021-06-30	$9,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$49,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$51,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$51,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,327,408
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	$408,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,469,360
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
Accountancy firm name	2021-06-30	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2021-06-30	020327524
2020 : SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$960,060
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$450,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$433,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$837,401
Value of total assets at end of year	2020-06-30	$6,185,953
Value of total assets at beginning of year	2020-06-30	$5,676,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$16,618
Total interest from all sources	2020-06-30	$13,957
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$225,175
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	$225,175
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	$424,812
Participant contributions at end of year	2020-06-30	$176,380
Participant contributions at beginning of year	2020-06-30	$161,239
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$62,641
Administrative expenses (other) incurred	2020-06-30	$2,207
Total non interest bearing cash at end of year	2020-06-30	$22,660
Total non interest bearing cash at beginning of year	2020-06-30	$39,442
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	$509,567
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$6,185,953
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$5,676,386
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
Investment advisory and management fees	2020-06-30	$14,411
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$5,935,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$5,428,353
Interest on participant loans	2020-06-30	$9,662
Interest earned on other investments	2020-06-30	$3,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$51,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$47,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$47,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$509
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-116,473
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	No
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	$349,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$433,875
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	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2020-06-30	020327524
2019 : SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,129,380
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$411,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$395,647
Value of total corrective distributions	2019-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$879,725
Value of total assets at end of year	2019-06-30	$5,676,386
Value of total assets at beginning of year	2019-06-30	$4,958,023
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$15,370
Total interest from all sources	2019-06-30	$13,610
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$257,165
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	$257,165
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	$432,987
Participant contributions at end of year	2019-06-30	$161,239
Participant contributions at beginning of year	2019-06-30	$150,176
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$135,661
Administrative expenses (other) incurred	2019-06-30	$3,919
Total non interest bearing cash at end of year	2019-06-30	$39,442
Total non interest bearing cash at beginning of year	2019-06-30	$30,321
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	$718,363
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$5,676,386
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$4,958,023
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
Investment advisory and management fees	2019-06-30	$11,451
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$5,428,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$4,320,121
Interest on participant loans	2019-06-30	$8,510
Interest earned on other investments	2019-06-30	$4,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$47,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$43,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$43,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$413,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$-21,120
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	No
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	$311,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$395,647
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	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2019-06-30	020327524
2018 : SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$960,065
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$288,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$261,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$601,960
Value of total assets at end of year	2018-06-30	$4,958,023
Value of total assets at beginning of year	2018-06-30	$4,286,405
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$26,554
Total interest from all sources	2018-06-30	$16,324
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$14,697
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	$14,697
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	$292,781
Participant contributions at end of year	2018-06-30	$150,176
Participant contributions at beginning of year	2018-06-30	$197,628
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$14,002
Administrative expenses (other) incurred	2018-06-30	$26,554
Total non interest bearing cash at end of year	2018-06-30	$30,321
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	$671,618
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$4,958,023
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,286,405
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	$4,320,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$3,451,084
Interest on participant loans	2018-06-30	$7,220
Interest earned on other investments	2018-06-30	$9,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$43,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$61
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$413,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$637,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$327,084
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	$295,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$261,893
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	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2018-06-30	020327524
2017 : SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$951,627
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$274,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$247,180
Expenses. Certain deemed distributions of participant loans	2017-06-30	$0
Value of total corrective distributions	2017-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$512,103
Value of total assets at end of year	2017-06-30	$4,286,405
Value of total assets at beginning of year	2017-06-30	$3,609,510
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$27,552
Total interest from all sources	2017-06-30	$15,831
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$154,867
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	$154,867
Administrative expenses professional fees incurred	2017-06-30	$0
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	$222,173
Participant contributions at end of year	2017-06-30	$197,628
Participant contributions at beginning of year	2017-06-30	$146,331
Assets. Other investments not covered elsewhere at end of year	2017-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$22,792
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-06-30	$0
Other income not declared elsewhere	2017-06-30	$0
Administrative expenses (other) incurred	2017-06-30	$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	2017-06-30	No
Value of net income/loss	2017-06-30	$676,895
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,286,405
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$3,609,510
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
Investment advisory and management fees	2017-06-30	$22,502
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$3,451,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$2,864,681
Value of interest in pooled separate accounts at end of year	2017-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$0
Interest on participant loans	2017-06-30	$7,200
Interest earned on other investments	2017-06-30	$8,631
Value of interest in common/collective trusts at end of year	2017-06-30	$0
Value of interest in common/collective trusts at beginning of year	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$637,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$598,498
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$268,826
Net investment gain/loss from pooled separate accounts	2017-06-30	$0
Net investment gain or loss from common/collective trusts	2017-06-30	$0
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	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Assets. Invements in employer securities at end of year	2017-06-30	$0
Assets. Invements in employer securities at beginning of year	2017-06-30	$0
Contributions received in cash from employer	2017-06-30	$267,138
Income. Dividends from common stock	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$247,180
Contract administrator fees	2017-06-30	$5,050
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	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2017-06-30	020327524
2016 : SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$401,891
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$734,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$708,320
Expenses. Certain deemed distributions of participant loans	2016-06-30	$0
Value of total corrective distributions	2016-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$457,340
Value of total assets at end of year	2016-06-30	$3,609,510
Value of total assets at beginning of year	2016-06-30	$3,941,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$25,729
Total interest from all sources	2016-06-30	$12,826
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$211,547
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	$211,547
Administrative expenses professional fees incurred	2016-06-30	$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$194,017
Participant contributions at end of year	2016-06-30	$146,331
Participant contributions at beginning of year	2016-06-30	$137,162
Assets. Other investments not covered elsewhere at end of year	2016-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$2,742
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-06-30	$0
Other income not declared elsewhere	2016-06-30	$0
Administrative expenses (other) incurred	2016-06-30	$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	2016-06-30	No
Value of net income/loss	2016-06-30	$-332,158
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$3,609,510
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$3,941,668
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
Investment advisory and management fees	2016-06-30	$21,183
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$2,864,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$3,219,942
Value of interest in pooled separate accounts at end of year	2016-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$0
Interest on participant loans	2016-06-30	$6,166
Interest earned on other investments	2016-06-30	$6,660
Value of interest in common/collective trusts at end of year	2016-06-30	$0
Value of interest in common/collective trusts at beginning of year	2016-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$598,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$584,564
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-279,822
Net investment gain/loss from pooled separate accounts	2016-06-30	$0
Net investment gain or loss from common/collective trusts	2016-06-30	$0
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	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Assets. Invements in employer securities at end of year	2016-06-30	$0
Assets. Invements in employer securities at beginning of year	2016-06-30	$0
Contributions received in cash from employer	2016-06-30	$260,581
Income. Dividends from common stock	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$708,320
Contract administrator fees	2016-06-30	$4,546
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	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2016-06-30	020327524
2015 : SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$631,450
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$539,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$511,677
Expenses. Certain deemed distributions of participant loans	2015-06-30	$0
Value of total corrective distributions	2015-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$471,833
Value of total assets at end of year	2015-06-30	$3,941,668
Value of total assets at beginning of year	2015-06-30	$3,849,991
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$28,096
Total interest from all sources	2015-06-30	$13,191
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$248,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$248,401
Administrative expenses professional fees incurred	2015-06-30	$0
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$199,599
Participant contributions at end of year	2015-06-30	$137,162
Participant contributions at beginning of year	2015-06-30	$122,767
Assets. Other investments not covered elsewhere at end of year	2015-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$16,483
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-06-30	$0
Other income not declared elsewhere	2015-06-30	$0
Administrative expenses (other) incurred	2015-06-30	$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	2015-06-30	No
Value of net income/loss	2015-06-30	$91,677
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$3,941,668
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$3,849,991
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
Investment advisory and management fees	2015-06-30	$23,208
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$3,219,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$3,042,554
Value of interest in pooled separate accounts at end of year	2015-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$0
Interest on participant loans	2015-06-30	$5,904
Interest earned on other investments	2015-06-30	$7,287
Value of interest in common/collective trusts at end of year	2015-06-30	$0
Value of interest in common/collective trusts at beginning of year	2015-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$584,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$684,670
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-101,975
Net investment gain/loss from pooled separate accounts	2015-06-30	$0
Net investment gain or loss from common/collective trusts	2015-06-30	$0
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
Assets. Invements in employer securities at end of year	2015-06-30	$0
Assets. Invements in employer securities at beginning of year	2015-06-30	$0
Contributions received in cash from employer	2015-06-30	$255,751
Income. Dividends from common stock	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$511,677
Contract administrator fees	2015-06-30	$4,888
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	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2015-06-30	020327524
2014 : SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total transfer of assets to this plan	2014-06-30	$2,738
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$910,849
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$236,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$210,831
Expenses. Certain deemed distributions of participant loans	2014-06-30	$0
Value of total corrective distributions	2014-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$441,180
Value of total assets at end of year	2014-06-30	$3,849,991
Value of total assets at beginning of year	2014-06-30	$3,172,782
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$25,547
Total interest from all sources	2014-06-30	$10,275
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$157,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$157,936
Administrative expenses professional fees incurred	2014-06-30	$0
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$172,751
Participant contributions at end of year	2014-06-30	$122,767
Participant contributions at beginning of year	2014-06-30	$95,243
Assets. Other investments not covered elsewhere at end of year	2014-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$12,138
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-06-30	$0
Other income not declared elsewhere	2014-06-30	$0
Administrative expenses (other) incurred	2014-06-30	$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	2014-06-30	No
Value of net income/loss	2014-06-30	$674,471
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$3,849,991
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,172,782
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
Investment advisory and management fees	2014-06-30	$20,572
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$3,042,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,459,590
Value of interest in pooled separate accounts at end of year	2014-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$0
Interest on participant loans	2014-06-30	$4,055
Interest earned on other investments	2014-06-30	$6,220
Value of interest in common/collective trusts at end of year	2014-06-30	$0
Value of interest in common/collective trusts at beginning of year	2014-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$684,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$617,949
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$301,458
Net investment gain/loss from pooled separate accounts	2014-06-30	$0
Net investment gain or loss from common/collective trusts	2014-06-30	$0
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
Assets. Invements in employer securities at end of year	2014-06-30	$0
Assets. Invements in employer securities at beginning of year	2014-06-30	$0
Contributions received in cash from employer	2014-06-30	$256,291
Income. Dividends from common stock	2014-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$210,831
Contract administrator fees	2014-06-30	$4,975
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	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2014-06-30	020327524
2013 : SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$789,091
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$950,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$926,840
Expenses. Certain deemed distributions of participant loans	2013-06-30	$0
Value of total corrective distributions	2013-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$434,012
Value of total assets at end of year	2013-06-30	$3,172,782
Value of total assets at beginning of year	2013-06-30	$3,334,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$23,885
Total interest from all sources	2013-06-30	$13,094
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$96,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$96,423
Administrative expenses professional fees incurred	2013-06-30	$0
Was this plan covered by a fidelity bond	2013-06-30	No
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$157,837
Participant contributions at end of year	2013-06-30	$95,243
Participant contributions at beginning of year	2013-06-30	$95,976
Assets. Other investments not covered elsewhere at end of year	2013-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$25,609
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-06-30	$0
Other income not declared elsewhere	2013-06-30	$0
Administrative expenses (other) incurred	2013-06-30	$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	2013-06-30	No
Value of net income/loss	2013-06-30	$-161,634
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,172,782
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$3,334,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$20,060
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,459,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,374,977
Value of interest in pooled separate accounts at end of year	2013-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$0
Interest on participant loans	2013-06-30	$4,383
Interest earned on other investments	2013-06-30	$8,711
Value of interest in common/collective trusts at end of year	2013-06-30	$0
Value of interest in common/collective trusts at beginning of year	2013-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$617,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$863,463
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$245,562
Net investment gain/loss from pooled separate accounts	2013-06-30	$0
Net investment gain or loss from common/collective trusts	2013-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Assets. Invements in employer securities at end of year	2013-06-30	$0
Assets. Invements in employer securities at beginning of year	2013-06-30	$0
Contributions received in cash from employer	2013-06-30	$250,566
Income. Dividends from common stock	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$926,840
Contract administrator fees	2013-06-30	$3,825
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	NATHAN WECHSLER & COMPANY, PA
Accountancy firm EIN	2013-06-30	029326524
2012 : SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total transfer of assets to this plan	2012-06-30	$2,730
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$392,680
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$204,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$147,761
Expenses. Certain deemed distributions of participant loans	2012-06-30	$30,349
Value of total corrective distributions	2012-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$423,430
Value of total assets at end of year	2012-06-30	$3,334,416
Value of total assets at beginning of year	2012-06-30	$3,143,508
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$26,392
Total interest from all sources	2012-06-30	$19,008
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$64,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$64,019
Administrative expenses professional fees incurred	2012-06-30	$3,893
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$157,584
Participant contributions at end of year	2012-06-30	$95,976
Participant contributions at beginning of year	2012-06-30	$96,858
Assets. Other investments not covered elsewhere at end of year	2012-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$12,130
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-06-30	$0
Other income not declared elsewhere	2012-06-30	$0
Administrative expenses (other) incurred	2012-06-30	$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	2012-06-30	No
Value of net income/loss	2012-06-30	$188,178
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$3,334,416
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,143,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$17,889
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,374,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,309,567
Value of interest in pooled separate accounts at end of year	2012-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$0
Interest on participant loans	2012-06-30	$3,774
Interest earned on other investments	2012-06-30	$15,234
Value of interest in common/collective trusts at end of year	2012-06-30	$0
Value of interest in common/collective trusts at beginning of year	2012-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$1,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$1,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$863,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$735,758
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-113,777
Net investment gain/loss from pooled separate accounts	2012-06-30	$0
Net investment gain or loss from common/collective trusts	2012-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Assets. Invements in employer securities at end of year	2012-06-30	$0
Assets. Invements in employer securities at beginning of year	2012-06-30	$0
Contributions received in cash from employer	2012-06-30	$253,716
Income. Dividends from common stock	2012-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$147,761
Contract administrator fees	2012-06-30	$4,610
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	2012-06-30	Yes
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2012-06-30	020327524
2011 : SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$825,508
Total of all expenses incurred	2011-06-30	$238,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$217,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$381,345
Value of total assets at end of year	2011-06-30	$3,143,508
Value of total assets at beginning of year	2011-06-30	$2,556,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$20,776
Total interest from all sources	2011-06-30	$49,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$145,240
Participant contributions at end of year	2011-06-30	$96,858
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$15,084
Administrative expenses (other) incurred	2011-06-30	$20,776
Total non interest bearing cash at beginning of year	2011-06-30	$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$587,016
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,143,508
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,556,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$2,309,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,782,152
Interest on participant loans	2011-06-30	$1,105
Interest earned on other investments	2011-06-30	$48,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$1,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$19,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$19,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$735,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$754,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$394,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$221,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$217,716
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	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	NATHAN WECHSLER & COMPANY, P.A.
Accountancy firm EIN	2011-06-30	020327524

Form 5500 Responses for SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN

2022: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	Yes
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR60710-1

Policy instance

Insurance contract or identification number	MR60710-1
Number of Individuals Covered	0
Insurance policy start date	2018-07-01
Insurance policy end date	2019-05-04
Total amount of commissions paid to insurance broker	USD $333
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $333
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR60710-1

Policy instance

Insurance contract or identification number	MR60710-1
Number of Individuals Covered	249
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $5,455
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60710

Policy instance

Insurance contract or identification number	MR 60710
Number of Individuals Covered	242
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $3,741
Total amount of fees paid to insurance company	USD $0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,239
Insurance broker organization code?	3
Insurance broker name	TERRANCE P MCMAHON

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60710

Policy instance

Insurance contract or identification number	MR 60710
Number of Individuals Covered	243
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $4,829
Total amount of fees paid to insurance company	USD $0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,181
Insurance broker organization code?	3
Insurance broker name	TERRANCE P MCMAHON

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60710

Policy instance

Insurance contract or identification number	MR 60710
Number of Individuals Covered	257
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $3,633
Total amount of fees paid to insurance company	USD $0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,145
Insurance broker organization code?	3
Insurance broker name	TERRANCE P MCMAHON

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60710

Policy instance

Insurance contract or identification number	MR 60710
Number of Individuals Covered	236
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $4,692
Total amount of fees paid to insurance company	USD $0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,062
Insurance broker organization code?	3
Insurance broker name	TERRANCE P MCMAHON

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60710

Policy instance

Insurance contract or identification number	MR 60710
Number of Individuals Covered	231
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $7,149
Total amount of fees paid to insurance company	USD $0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892499-007

Policy instance

Insurance contract or identification number	892499-007
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-20
Total amount of commissions paid to insurance broker	USD $2,404
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SPAULDING ACADEMY & FAMILY SERVICES
Employer identification number (EIN):	020244216
NAIC Classification:	611000